Macro Matters: BE’s Anna Wong on Warsh and Fed Communication

Macro Matters: BE’s Anna Wong on Warsh and Fe...

Up next

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

EM Lens: Identifying Alpha Opportunities in EM Equities

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 ...  Show more

Recommended Episodes

Morgan Stanley’s Khanduja on Bond Risk Reward
Inside Active by Bloomberg Intelligence

After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Intelligence’s mutual fund and active management analyst David Cohne and corporate ...  Show more

Liquidity flows, volatility shocks
Investing Experts

Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symb ...  Show more

Recession or slowdown? Navigating uncertainty​
Making Sense

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

Pricing in the probability of a recession
The Markets

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