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Wed, Jun 10 05:58 PM

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17 headlines

FinanceBloomberg Markets3h ago

Morgan Stanley's Wilson Sees Big Shift From 60/40 Strategy

Mike Wilson, Morgan Stanley's chief US equity strategist and CIO, says the recent equity and debt offerings signal a healthy market. Speaking with Matt Miller on "Bloomberg Open Interest," Wilson says there's enough capital out there to absorb all of the recent IPO activity.

FinanceBloomberg Markets10h ago

Apollo’s Kleinman Says Private Equity Lost Its Way on Deals

Private equity “lost its way a little bit” during the easy-money era and firms will “have to start capitulating for sure on valuations” after borrowing costs normalized, warned Scott Kleinman, co-president of Apollo Global Management Inc.

FinanceBloomberg Markets10h ago

Apollo’s Kleinman Sees Private Equity Capitulating on Values

Private equity “lost its way a little bit” during the easy-money era and firms will “have to start capitulating for sure on valuations” after borrowing costs normalized, warned Scott Kleinman, co-president of Apollo Global Management Inc.

FinanceBloomberg Markets13h ago

E Fund’s Li: Market Sentiment ‘Cautiously Optimistic’

Jeff Li, Global Equity CIO at E Fund HK, says he expects technology fundamentals to drive equity markets as the macro environment becomes “relatively tighter. ” He speaks with David Ingles from the sidelines of “Bloomberg Invest Hong Kong.

FinanceBloomberg Markets22h ago

Equity Market Rotation Discussed Amid Rising Fed & Interest Rate Concerns

Baylor Lancaster-Samuel, Senior Vice President and Chief Investment Officer with Amerant Investments discusses the current phase of the equity market cycle. She discusses the recent rotation in equities over the past few weeks, driven by increasing attention to macroeconomic factors such as inte...

FinanceBloomberg Markets1d ago

Korean Won Resilience Amid Equity Outflows

Dayeon Hong, NATIXIS APAC Rates & FX Strategist, discussed the recent dynamics in South Korea's financial markets, highlighting the resilience of the Korean won despite significant equity sell-offs and foreign outflows. Government interventions and hedging by the National Pension Service have su...

FinanceBloomberg Markets1d ago

Oil Prices Are Wrong, Says JPMorgan’s Jack Caffrey

Jack Caffrey, equity portfolio manager at JPMorgan Asset Management, examines the impact of oil prices on equity markets and what that means for both short-term traders and long-term investors.