Surveillance: Cash Over Bonds, Goldman Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 November 2021
⏱️ 28 minutes
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Summary
Christian Mueller-Glissmann, Goldman Sachs Managing Director of Portfolio Strategy & Asset Allocation, says cash looks better than bonds in upcoming cycle. Jean Boivin, BlackRock Investment Institute Head, says a muted market response to inflation will keep real rates “very low for a sustained amount of time.” Seema Shah, Principal Global Investors Senior Global Investment Strategist, says emerging markets are slightly more stable than we've been used to in recent years. George Goncalves, MUFG Head of U.S. Macro Strategy, says inflation could fast forward the Fed's timeline.
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| 0:00.0 | What's on the horizon for financial markets? |
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| 1:00.0 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 1:08.7 | along with Jonathan Ferrell and Lisa Abralwitz. |
| 1:12.0 | Daily, we bring you insight from the best and economics, finance, investment |
| 1:16.9 | and international relations to find Bloomberg's surveillance. |
| 1:20.5 | An Apple podcast, suncloud, Bloomberg.com, and of course, on the Bloomberg Terminal. |
| 1:26.4 | Right now on a Friday, as we reset for November, the end of this year, |
| 1:32.8 | and as John has mentioned, some of the window gazing into 2022, |
| 1:37.2 | it's time that you reset. |
| 1:39.8 | Christian Mueller-Glissman at Goldman Sachs is hugely qualified |
... |
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