Emerging market equities are among this year’s top-performing asset classes globally as investors benefit from strengthening fundamentals, diminishing foreign-exchange volatility and a more resilient macroeconomic backdrop. Andrew Keiller, partner at Baillie Gifford, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed-income strategist, to assess ... Show More
Today
Credit Crunch: Park Square’s Doumar on Junior Debt and BDC Angst
“In the US today, what you see is... capital leaving the system out of the BDCs, and that’s creating a lot of technical pressure on the market,” says Robin Doumar, founder and managing partner of Park Square Capital. “So we should see better structures, better pricing, better ter ... Show More
54m 40s
Yesterday
Macro Matters: BE’s Anna Wong on Warsh and Fed Communication
Kevin Warsh’s new communications approach may be creating more uncertainty for markets, not less. Anna Wong, Bloomberg Economics chief US economist, joins Ira Jersey, Bloomberg Intelligence chief US interest-rate strategist, on this Macro Matters edition of the FICC Focus podcast ... Show More
16m 35s
Jul 24
Credit Crunch: Bright Meadow’s Rilander on MBS, Housing Policy
“There are a lot of people who would love to give away their prepayment option to get their family into the home they want,” says Adam Rilander, CIO and head of agency MBS strategies at Bright Meadow, an investment team within Mariner Investment Group. Rilander joins Bloomberg In ... Show More
48m 32s
Aug 2024
Recession or slowdown? Navigating uncertainty
<p class="p1">Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, ... Show More
11m 40s
May 2023
Pricing in the probability of a recession
Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
Learn more about ... Show More
8m 28s
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.
Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
Jun 2023
Can the global economy withstand higher interest rates?
Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More
9m 51s