The Case for Private Markets
In this episode of View From The Floor, Blue Owl (NYSE: OWL) President of Global Private Wealth Sean Connor discusses the opportunity set in private markets, the role of alternatives in a portfolio and highlights Blue Owl’s current areas of focus.
State Street: Time for Duration is Now
State Street Chairman and CEO Ron O’Hanley tells Bloomberg that 10-year Treasuries will “probably” top out at 5%.
Fed’s Powell: Higher Yields, Fewer Hikes?
Federal Reserve Chairman Jerome Powell discusses whether or not rising yields are doing the job of restrictive monetary policy.
The ETF Show - Dimensional Fund Advisors Crosses $100 Billion in ETF AUM
Nicole Hunter, Head of ETF Capital Markets at Dimensional Fund Advisors, shares what it is like leading the active ETF market as its biggest issuer and what’s been behind DFA’s growth over the past few years.
The ETF Show - Preferred and Capital Securities
Principal Asset Management’s Dave Reichart shares more about what makes preferred securities unique, their coupon structure, and how investors can gain access to them through ETFs.
J.P. Morgan’s Kelly on the Missing Piece of the 60/40 Portfolio
David Kelly, Chief Global Market Strategist at J.P. Morgan Asset Management, discusses his return expectations for the 60/40 portfolio Bloomberg TV. He also shares one asset class he thinks it needs.