Where and Where Not to Nibble in the Markets
Scott Minerd, Chairman of Investments and Global CIO, calls in to Fox Business to discuss where he sees opportunity in a hampered market. Read Global CIO Outlook "The Faustian Bargain"
Anthony Scaramucci: U.S. Headed Toward a Steep Recession
Former White House Communications Director and SkyBridge Capital Founder Anthony Scaramucci weighs in on the market impact of Coronavirus, fiscal stimulus efforts, and the Fed's monetary policy response. He shares why he thinks markets will ultimately go down 45-55% from the peak, adding that a steep recession could be unavoidable. The good news: he thinks we will have a strong recovery when this is over.
The 3-Pronged Approach to Combatting Coronavirus
Invesco Chief Global Market Strategist Kristina Hooper says one of the most asked questions from clients right now is: "What is the appropriate policy response?" She describes a three-pronged approach that includes public health, monetary policy, and fiscal stimulus.
Coronavirus: What’s Next for Markets
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV to discuss market and economic implications of the spread of coronavirus. Read Global CIO Outlook: "Peace for Our Time"
Famous Wall Street Trader Reflects on Worst Week for Stocks Since 2008 Crisis
Quattro Securities Broker Peter Tuchman shares the latest from the floor of the New York Stock Exchange during what's shaping up to be the worst week for stocks since the Financial Crisis. The most-photographed trader on Wall Street has witnessed a lot of historic moments, but he says the fast and furious Coronavirus selling has led to the speediest correction he's ever seen, with stocks tumbling more than 10% from their recent highs.
Macro Themes for 2020
Brian Smedley, Head of Macroeconomic and Investment Research, discusses major trends likely to shape monetary policy and investment performance this year. Read our top 10 macroeconomic themes for 2020.
The ETF Show - Market Outlook 2020
2019 marked the second-strongest year for net inflows for the exchange-traded product industry with U.S. fixed income ETFs topping equity ETF inflows. Mark Carver, Executive Director & Global Head of Factor Index Products at MSCI, examines market resilience amid headwinds with a focus on factors. Stephen Sachs, Managing Director, Investment Management Division at Goldman, Sachs & Co. highlights macro risks and how to manage volatility.
Could Stocks' Record Highs Be a False Breakout?
Stocks keep hitting record highs, but what is at the core of this rally? And is there a risk that this could be a false breakout? Here to share her analysis and 2020 outlook for growth is Jodie Gunzberg, Managing Director and Chief Investment Strategist at Graystone Consulting, a business of Morgan Stanley.
Kevin O'Leary Live on LinkedIn with Asset TV
Kevin O'Leary, ABC Shark Tank star and Chairman of O'Leary Ventures, joins Asset TV live on LinkedIn for a discussion about investing in watches, wine, and companies led by women. During this 45-minute conversation, he also covers politics, the economy, big tech, the trade war, and entrepreneurship.
Is the U.S. Facing a Recession?
We discuss the odds of a recession with Jodie Gunzberg, Managing Director and Chief Investment Strategist at Graystone Consulting, A Business of Morgan Stanley. She shares her in-depth analysis of markets, breaks down the latest economic data, and explains why she thinks jobs will be the key recession factor.
Setting the Stage for the Coming Recession
Brian Smedley, Head of the Macroeconomic and Investment Research Group, explains what the data tell us about the timing and severity of the coming recession. Recession Outlook Summary
Tipping Point in Climate Change: Expect Rapid Transition
Bob Litterman, chairman of the Risk Committee and founding partner of Kepos Capital, highlights the environmental challenges facing humanity and considers the importance of defining risks and opportunities that will drive returns in a low-carbon economy.