Surveillance: We're De-Risking, Topcuoglu Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 5 November 2019
⏱️ 31 minutes
🧾️ Download transcript
Summary
Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that the promise of lower yields is driving people into equity markets. Phoenix Kalen, Societe Generale Director of EM Strategy, says China's slowdown has intricately impacted regions like Germany, exposing manufacturing troubles. Joseph Ricketts, TD Ameritrade Founder and Author of "The Harder You Work the Luckier You Get," says if the U.S. does not retain a free enterprise system, the country will be negatively impacted. And Lale Topcuoglu, JOHCM USA Senior Fund Manager, says there are sectors of the credit market that are greatly mispriced.
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| 0:00.0 | When you get your news from Bloomberg, you don't just get the story. You get the story behind the story. |
| 0:07.0 | How your Evie's battery may not be as green as it seems. |
| 0:11.0 | Why a decrease in global birth rates could send countries scrambling to increase immigration. |
| 0:16.2 | You get context. |
| 0:17.6 | And context changes how you see things, how you change things, because context changes everything. Go to Bloomberg |
| 0:24.6 | dot com to get context. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, and international |
| 0:48.9 | relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course |
| 0:56.2 | on the Bloomberg. |
| 0:58.1 | It is great to have Brown We're seeing at the mic with us now, Morgan Stanley Investment |
| 1:01.3 | management head of global fixed income. |
| 1:03.1 | Brown, we have come a long day, a long year, a long way, yields down, and now we've had a little |
| 1:08.9 | bit of a bounce off around 140 in the last couple of months, back up to 181. What are your talent clients now? |
| 1:17.4 | Not to expect rates to go up that much, but they're still too low. |
| 1:20.9 | It's amazing, I think you're right right that tenure notes went from 325 to 140. |
| 1:26.0 | Unlove the whole time. |
| 1:27.1 | I think I was with you when they were loved at 140. |
| 1:30.6 | And we discussed that was too low. |
| 1:32.4 | Listen, 225 seems like a good ceiling for now. |
| 1:36.0 | Central Banks still want to ease, but rates do seem low. |
| 1:39.0 | Are you confident we've come out of this growth scare? |
... |
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