Podcasts about capital markets research

In this episode we explore how government policy affects the housing supply, foreign capital flows, office-to-residential conversion and more with Duane Desiderio of The Real Estate Roundtable and Darin Mellott, CBRE's Head of U.S. Capital Markets Research.

In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., CFA from Capital Markets Research & Strategy where they discuss the intersection of technology and investing, highlighting trends such as increased accessibility and automated investing platforms. Jason challenges common investing misconceptions, arguing that sophisticated tools like short selling and options trading can be used professionally to manage risk and increase purchasing power. The conversation emphasizes the benefits of direct indexing, including tax advantages and customization, and encourages investors to consider these tools for their portfolios.

The capital flowing into Australia's commercial real estate sector dipped significantly in 2023, as many local and offshore investors sat on the sidelines. But are there signs of a market shift? In this latest Talking Property episode, we zero in on how global investors are viewing the Australian market, which sectors are most in favour, where the money is coming from and what the expectations are for the year ahead. CBRE's Stuart McCann, Head of International Capital & Capital Advisory, Pacific and Southeast Asia joins Tom Broderick, CBRE's Australian Head of Capital Markets Research, to discuss the outlook and some of the key trends highlighted in our latest Capital Flows report, which you can read here. If you have any questions regarding this episode or property topics that you'd like CBRE to address in future episodes, please email us at talkingproperty@cbre.com.

Investment activity across the commercial property spectrum continues to be a fluid affair in 2023. While some specific sectors are performing better than others, investors need to understand which ones are remaining resilient against those that are experiencing market headwinds. CBRE's new In and Out report reveals Australia's latest inbound and outbound investment trends. While it highlights a challenging first half of the year with a 50% dip in the total value of deals across the office, industrial, retail, and hotel sectors when compared to 2022, it's not all bad news. Some sectors remain buoyant while several Asian countries and the US see the Australian market as a prime offshore investment opportunity. And of course, there's also speculation around the rapidly maturing BTR sector which is primed to become a key pillar to offshore capital's portfolio construction across the country.  This important episode will examine the current debt landscape and the drivers that will shape the market and influence investor decision making this year.  CBRE's Communications Director, Kathryn House, will present the topic's key insights from three of CBRE's leading market experts, Stuart McCann, Head of International Capital for Pacific and Southeast Asia, Andrew McCasker our Pacific Managing Director of Debt and Structured Finance, and Tom Broderick, CBRE's Australian Head of Capital Markets Research.   Read CBRE's investment In and Out report for H1 2023.

Is the ECB's "climate talk" having an effect on ESG bonds? In the last episode of this season, we speak to Andreas Jobst, Head of Macroeconomic and Capital Markets Research, and Senior Economist Roberta Fortes about their recent report on green monetary policy. Read the report: Toasted, roasted and grilled? Walking the talk on green monetary policy. To stay up to date with all our research, subscribe to the Ludonomics newsletter on Substack. Toasted, roasted and grilled? Walking the talk on green monetary policy: https://www.allianz.com/en/economic_research/publications/specials_fmo/2023_06_27_Green-monetary-policy.html

Investment activity in commercial property faced significant challenges in 2022, a trend that was outlined in CBRE's recently released Pacific Market Outlook report. This year could, however, see a turnaround in investor sentiment on the back of stabilising interest rates and the growing confidence that often accompanies this.  In the latest episode of CBRE's Talking Property podcast series, we delve into today's funding environment and how that's challenged deal flow, not just in Australia but globally. We'll also examine the major drivers and trends that will shape the market and influence investor decision making this year. Helping to join the dots between research, forecasted investor appetite and real-world transactions are three of CBRE's leading experts in their fields: Stuart McCann, Head of International Capital for Pacific and Southeast Asia, Andrew McCasker, our Pacific Managing Director of Debt and Structured Finance, and Tom Broderick, CBRE's Australian Head of Capital Markets Research.    The panel will touch on everything from where overseas capital inflow is heading, to market sectors at the top of investor buy lists, and how ESG-focused assets are shaping investor decisions. 

Over the last decades, and especially since the global financial crisis, structural factors have held down inflation. But now that trend is reversing. In this episode, we learn about the "five Ds" of structurally higher inflation - demographics, decarbonization, deglobalization, digitalization and debt - with Andreas Jobst, Head of Macroeconomic and Capital Markets Research at Allianz, and Ano Kuhanathan, Head of Corporate Research at Allianz Trade. • Read the full report "The 'five Ds' of structurally higher inflation": https://t1p.de/bnug2 • You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://t1p.de/frcuq

It has now been a year since Russia attacked Ukraine, sending shockwaves throughout the global economy. In this episode, Allianz Chief Economist Ludovic Subran and Eric Barthalon, Head of Capital Markets Research, explain how war economics is playing out in Russia and Ukraine, and its consequences for the rest of the world. Read the full reports: • "The economics of war, (and its aftermath): https://t1p.de/2a960 • "Do we need more inflation to get more corporate investment?": https://t1p.de/p41fw You can also subscribe to the Ludonomics newsletter on Substack to stay up to date with all our latest research: https://t1p.de/p41fw

Matthew Cruise, Energy Expert working at Hohm Energy and Peter Attard Montalto Head of Capital Markets Research at Intellidex discuss the implications of 18.65% electricity price increase on the economy and consumers.   Professor Bonang Mohale - President of Business Unity South Africa (BUSA)|on SA Inc. at the Wordl Economic Forum 2023   Andrew Woodburn, Managing Director at Amrop WoodburnMann discusses the pressure business executive go under when lobby wants them fired a whim     Warren Ingram, personal finance expert at Galileo Capital discusses what should be on our money “to do” list for 2023 See omnystudio.com/listener for privacy information.

Peter Armitage,  CEO at Anchor Capital and Peter Attard Montalto,  Head of Capital Markets Research at Intellidex analysis political, financial markets and economic outlook for 2023   Mpumelelo Mkhabela, Independent political analyst and Lumkile Mondi, Senior Lecturer at School of Economics and Business Science of the University of the Witwatersrand discuss what's in store for the SA's political economy for 2023  Investment School - Rebalancing your investment portfolio at the start of the year  with Adrian Saville - Investment Specialist, Genera Capital  See omnystudio.com/listener for privacy information.

Peter Attard Montalto, head of Capital Markets Research at Intellidex looks at Andre de Ruyter's tenure as CEO of Eskom – and explained the market's concerns over his resignation.     Dr Adrian Saville, investment specialist at Genera Capital discusses whether the MPC has put on a good fight against inflation.   Warren Ingram, personal financial advisor and executive director at Galileo Capital reviews key events that took place this year that might impact your investments in 2023See omnystudio.com/listener for privacy information.

Peter Attard Montalto | Head of Capital Markets Research   at Intellidex See omnystudio.com/listener for privacy information.

Tshidi Madia | EWN Politics Editor at EWN|  Peter Attard Montalto | Head of Capital Markets Research at Intellidex| See omnystudio.com/listener for privacy information.

Given the rapid rise in debt ratios during the pandemic and the current energy crisis, it's clear that the EU fiscal framework is in need of reform. In this episode, we dive into what the European Commission has proposed change about its fiscal rules, and what that could mean for public debt, with Andreas Jobst, Head of Macroeconomic and Capital Markets Research, and Maddalena Martini, Economist for Italy and Greece. • Read the full report "EU fiscal rules: Quo vadis?": https://t1p.de/lac7t To stay up to date with all our latest research, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake

Rising interest rates have created very volatile markets in 2022. What happens next for equities and corporate bonds? We find out in this episode with Andreas Jobst, Head of Macroeconomic and Capital Markets Research, and Jordi Basco Carrera, Lead Investment Strategist. Read more from our reports: • "Fixed income is back": https://t1p.de/c861h • "Market Volatility and Corporate Bonds - Collateral Damage": https://t1p.de/crtpw To stay up to date with all our latest research, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake

Tom Nelson, Head of thematic equity and Energy Specialist at NinetyOne discusses ‘War Profiteering' accusations by US president Joe Biden and his threat windfall tax.   Peter Attard Montalto,  Head of Capital Markets Research at Intellidex on whether  SA's government should  attached conditionality's when they give money to all SOEs?   Why are central banks across the globe buying a record amount of gold?   Investment School  with Maya Fisher-Frenc, personal finance Journalist at Maya on Money- Analysis paralysis. See omnystudio.com/listener for privacy information.

Guest: Peter Attard Montalto | Head of Capital Markets Research at Intellidex See omnystudio.com/listener for privacy information.

In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series and is joined by Chris Arcari, Head of Capital Markets Research, and Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management. During the episode, we have a quick round-up of market events from the first half of the year, a discussion on the outlook for the rest of 2022 and beyond, and a debate on whether the “balanced” portfolio is about to make a comeback.

The return to the office is well underway in Australia and New Zealand, with corporate companies beginning to understand and embrace strategies to navigate their business out of the pandemic. In this episode of Talking Property, we take a closer look at the results from CBRE's third Asia Pacific Occupier Survey (March/April 2022) and discuss how Australia and New Zealand fare, in comparison to other regions. Our experts analyse the responses from the Pacific region and identify key trends in the return to the office.Hosted by Janet Martin, Regional Director of Pacific Workplace Strategy and Change Management joined by Tom Broderick Head of Office and Capital Markets Research and author of the report and Tristan Gannan Director of Advisory & Transaction Services for CBRE's Occupier business in New South Wales.To read the full report, click here https://www.cbre.com.au/research-reports/Pacific-Local-Response---Asia-Pacific-Occupier-Survey-May-2022

Economists analyse the implication of another interest rate hike on South Africans.   Bonang Mohale, President of BUSA and Chair at Bidvest  and Peter Attard Montalto,  Head of Capital Markets Research at Intellidex explain how the  multimillion rand pledges at t the Investment Conference mean for an average South Africans.   See omnystudio.com/listener for privacy information.

The invasion of Ukraine has sparked drastic sanctions against Russia. What will this mean for its economy, and for the rest of the world? We find out in this episode with Ana Boata, Head of Economic Research at Euler Hermes, and Andy Jobst, Head of Macroeconomic and Capital Markets Research at Allianz. SHOWNOTES: • Read the full report "Russia-Ukraine crisis: Conflict escalation": https://t1p.de/opw7e • To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake

We're back for Season 3! In this episode, we look at the outlook for the global economy in 2022-2023, talk about how supply-chain disruptions and inflation will play out, and what could possibly go wrong, with Ana Boata, Head of Economic Research at Euler Hermes, and Andy Jobst, Head of Macroeconomic and Capital Markets Research at Allianz. SHOWNOTES: • Read the full report "economic outlook - don't look up!": https://t1p.de/3q6ok • To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake

Dana Peterson, Chief Economist & Center Leader of Economy, Strategy, and Finance at The Conference Board, discusses the jobs report. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about labor and the latest jobs numbers. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and the emergence of Omicron on jobs day. Aaron Jodka, National Director of Capital Markets Research at Colliers, discusses real estate investing in 2022. Hosted by Paul Sweeney and Taylor Riggs. See omnystudio.com/listener for privacy information.

Guest: Peter Attard Montalto | Head of Capital Markets Research at Intellidex  See omnystudio.com/listener for privacy information.

At their December policy meetings, the US Federal Reserve and the ECB will be tested on their monetary policy stance amid higher omicron-related uncertainty. In this episode, we speak to Andy Jobst, Head of Macroeconomic and Capital Markets Research, to find out what to expect. SHOWNOTES: • Read the full report "Monetary policy: Omicron management & beyond": https://t1p.de/rxr9 • To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake

Guest: Peter Attard Montalto | Head of Capital Markets Research at Intellidex See omnystudio.com/listener for privacy information.

Kobsidthi Silpachai, KasikornBank's Head of Capital Markets Research, joined us on Across the ASEAN to discuss the impact of resurgent COVID-19 infections on Thailand's economic outlook, and the threat it poses to its important tourism and manufacturing industries. He also talked about why Thailand's IPO pipeline is still lookin strong versus the rest of the region despite ongoing market uncertainty.See omnystudio.com/listener for privacy information.

In episode 37 of Hymans Robertson On… our host Ben Farmer, Senior Investment Consultant, presents the third in a mini-series on Investment - Mid-year market review and inflation inspection. Ben welcomes John Roe, Head of Multi-Asset Funds at LGIM, and Chris Arcari, Head of Capital Markets Research at Hymans Robertson. During the episode we discuss market events from the first half of 2021 and the outlook for inflation. What might you expect to see in markets over the next 6-12 months, and what are the the potential ramifications for the typical asset classes held in pension scheme portfolios? You can find links to the content referenced in this episode's show notes at www.hymans.co.uk/hymans-robertson-on along with other episodes in the series.

Peter Attard Montalto is Head of Capital Markets Research at South African consultancy and research company Intellidex.

Peter Attard Montalto is Head of Capital Markets Research at South African consultancy and research company Intellidex.

Riots and looting have largely died down into day 6 with some incidents of arson still being reported as the South African government is starting to assert the third force narrative behind the protests. But we must be mindful that this a convenient excuse for a government to use to cover up a lack of growth and job creating policies since 2007. So what is behind the scenes that have been lead stories around the world and showing the beloved country with all her warts to a global audience. Michael Avery; Roelf Meyer, Chief Government negotiator during the democratic transition in South Africa, former Minister of Constitutional Development, and currently a director of the In Transformation Initiative; Matthew Parks from Cosatu; Peter Attard Montalto, Head of Capital Markets Research at Intellidex and Gavin Kelly, head of the Read Freight Association pick their way through the detritus of the last few days. ​

Guest: Peter Attard Montalto | Head of Capital Markets Research at Intellidex  See omnystudio.com/listener for privacy information.

Writing in his weekly letter the president pointed out that mining contributes over half of our goods exports, around 10% of GDP and 5% of employment. It is a pillar of our capital goods industry. It is not a coincidence that when global metals prices peak, our economy and job creation also surge he wrote. The sad reality though is that as this commodity cycle has surged ahead our jobs numbers have gone into reverse gear. And some leaders of mining companies, and investors who place capital at risk in these projects bemoan the continued difficult operating environment. Michael Avery talks to Peter Attard-Montalto, head of Capital Markets Research at Intellidex; Paul Miller, director of mining supply sales consultancy AmaranthCX and Matthew Parks - Deputy Parliamentary Coordinator - COSATU about the operating difficulties faced by mining companies ​

Guest: Peter Attard Montalto | Head of Capital Markets Research at Intellidex  See omnystudio.com/listener for privacy information.

Ntokozo Ngcwabe, DDG responsible for Policy, Global relations and investment promotion, Stefano Marani CEO Renergen Nick Mitchell, Chairman of the Onshore Petroleum Association of South Africa Peter Attard Montalto, head of Capital Markets Research at Intellidex Classic1027 on Twitter #ClassicBusiness · Classic1027 on Facebook #ClassicBusiness

The South African government is forging ahead with its plans to develop and exploit the country’s oil and gas prospects, which have changed dramatically in recent years. In 2019 Total announced a gigantic gas find, the Brulpadda offshore exploration block, and a 2020 find in the adjacent Luiperd block increased the potential gas output off Mossel Bay, which is now considered one of the most exciting areas for gas exploration in the world. At the same time on-shore helium and natural gas producer Renergen has reported "spectacular" finds in the Free State. However, in its new road map for achieving net-zero global carbon emissions by 2050, the IEA laid out in stark terms what the planet must do to avoid harmful climate change which includes no new oil, gas and coal investments beyond 2021 — and just how far that is from our current reality here in South Africa ss Cop 26 in Glasgow rapidly approaches. The Upstream Petroleum Resources Development Bill was recently approved by Cabinet and will soon be tabled in Parliament. Michael Avery spoke to DDG responsible for Policy, Global relations and investment promotion, Ntokozo Ngcwabe; Stefano Marani CEO Renergen; Nick Mitchell, Chairman of the Onshore Petroleum Association of South Africa; Peter Attard Montalto, head of Capital Markets Research at Intellidex; about balancing the country’s net carbon zero by 2050 commitments with economic potential of the recent oil and gas finds off South Africa’s coastline.

Ntokozo Ngcwabe, DDG responsible for Policy, Global relations and investment promotion, Stefano Marani CEO Renergen Nick Mitchell, Chairman of the Onshore Petroleum Association of South Africa Peter Attard Montalto, head of Capital Markets Research at Intellidex

Guest: Peter Attard Montalto | Head of Capital Markets Research at Intellidex  See omnystudio.com/listener for privacy information.

Thailand grapples with a new wave of COVID-19 infections that threatens to undermine the economic recovery and the country's very important tourism sector, which was banking on the resumption of air travel. Kobsidthi Silpachai, Head of Capital Markets Research at Kasikorn Bank, joined us on Across the ASEAN to describe how life and investor sentiment in Bangkok has been impacted, along with the health of capital markets and fundraising.  See omnystudio.com/listener for privacy information.

Alex speaks with Tendayi Kapfidze, Chief Economist and Vice President at LendingTree, about the current market conditions, asset and USD inflation scenarios, and LendingTree's data on the COVID spurred "migration" from large cities. Also covered, the actual impact seen of the recent stimulus actions taken, whether you should be holding bitcoin, cash, or gold, and if a 2021 GDP growth rebound can get the U.S. back to pre-pandemic levels. Tendayi Kapfidze is Vice President, Chief Economist at LendingTree. He leads the company’s analysis of the U.S. economy with a focus on housing and mortgage market trends. Tendayi utilizes data analysis to be a resource for both consumers and trade media, providing actionable insights to help consumers make informed financial decisions. He has been quoted in numerous publications including The New York Times, The Wall Street Journal, The Washington Post, USA Today, Yahoo Finance, The Chicago Tribune, The Miami Herald and Reuters and has appeared on CNBC and Cheddar television. Tendayi has a successful track record as a research professional specializing in macroeconomic and financial analysis. In his most recent role, Tendayi served as Director of Global Economics at Pfizer in New York City. He crafted Pfizer’s view on global macroeconomic trends, advising the executive leadership team on economic and financial risks. Prior to his position at Pfizer, Tendayi served as Director of Economic and Capital Markets Research at Ally Financial and as Vice President and Senior Economic Analyst in the chief investment office at Bank of America. Tendayi earned his B.S. in Engineering Management at Saint Louis University and his M.S. in Applied Economics from Johns Hopkins University. Originally Aired: 03/16/21 #Fintech #Economics #Inflation

With cash handouts and efforts to revive domestic tourism, Thai officials are looking at ways to safely revive economic activity. Kobsidthi Silpachai, Head of Capital Markets Research at Kasikorn Bank, joined us on Across the ASEAN to review these efforts, and to also provide their outlook for the rest of the year. See omnystudio.com/listener for privacy information.

In this episode, EquityMultiple Director of Finance and Operations, Clay McMickens, speaks with David Bitner, VP, Americas Head of Capital Markets Research at Cushman & Wakefield. Mr. Bitner is particularly well positioned to provide some much-needed perspective with regard to the future of markets and the importance of portfolio diversification in this turbulent moment. As Americas Head of Capital Markets Research for C&W, David is widely considered best-in-class for his analysis of market dynamics and underlying economic fundamentals. For more on EquityMultiple, visit www.equitymultiple.com

Business Day TV — Michael Avery previews the SARB’s Monetary Policy Committee meeting. The choice to cut seems obvious. The burning question is whether the bank should be bolder during a time of crisis and start pulling other levers at its disposal Dave Mohr, Old Mutual Chief Investment strategist Prof Brian Kantor, an economist and former Chief Investment Strategist of Investec Wealth & Investment SA. Peter Attard Montalto, Head of Capital Markets Research at Intellidex, Duma Gqubule, founding director at the Centre for Economic Development and Transformation debate the role of unconventional monetary policy.

Corporate finance heads are increasingly turning to their existing real estate as a source of liquidity in the uncertain economic environment. Sale-and-leaseback deals – where companies sell their real estate, then lease it back from the new owner – have been on the rise in recent years. But there has been a greater focus on them in recent months as the global pandemic sent companies hunting for strategies that boost equity. In this podcast, our host, Art Patnaude, has a dialogue with JLL's Regina Lim, Head of Capital Markets Research, Asia Pacific, speaking to us from her home office in Singapore. The topic at hand - Why is COVID-19 accelerating corporate sale-and-leaseback activity. In the last four years, there has been a 50 percent increase in sale and leaseback deals in Asia Pacific, with growth three times faster than the overall investment volumes in the region, according to JLL data. There was US$12 billion of such deals in 2019 alone.  Regina explains why this rise is set to continue, “The economic uncertainty is forcing businesses to think about flexibility and agility. The benefits of unlocking liquidity through sale and leasebacks is even more obvious. Owners can use the extra capital to pay down debt, reduce interest expense, or reinvest to drive the next stage of growth.” “COVID-19 has been like a reset, forcing a lot of companies to re-examine the way they deploy their capital to get the best return,” confirms Regina. Large supermarket and retail chains with industrial property on their books are top among those considering sale and leaseback strategies as they reassess strategies. “Traditionally Asian businesses have preferred to own a property over leasing it but this is gradually changing as asset prices continue to increase," says Regina. “We're seeing a lot more activity from niche players like family offices and private equity funds who are under invested in Asia Pacific real estate and value stable income generating assets.“ That trend will continue through and beyond COVID-19.

A lot has been said about the mining industry's current travails and what mining companies must do to survive.  The question remains: what do we do after the lockdown?  We find ourselves at another kairos moment in the World's history - an important crossroads where we are afforded a brief opportunity to reflect on what a post-COVID-19 world should look like. In this podcast, Patrick Leyden (Director, Herbert Smith Freehills) will moderate the discussion between Peter Leon (Partner and Co-chair of the Africa Practice Group, Herbert Smith Freehills), Fiona Perrott-Humphrey (Senior Mining Adviser, Rothschild) and Peter Attard Montalto (Director – Global Lead, Capital Markets Research, Intellidex) who will consider what the sub-Saharan Africa mining sector may look once the current lockdown period ends.  They will also indicate what steps sub-Saharan countries should take now to ensure that their mining sectors are placed on the correct trajectory to maximise future growth and development.

A lot has been said about the mining industry's current travails and what mining companies must do to survive. The question remains: what do we do after the lockdown? We find ourselves at another kairos moment in the World’s history - an important crossroads where we are afforded a brief opportunity to reflect on what a post-COVID-19 world should look like. In this podcast, Patrick Leyden (Director, Herbert Smith Freehills) will moderate the discussion between Peter Leon (Partner and Co-chair of the Africa Practice Group, Herbert Smith Freehills), Fiona Perrott-Humphrey (Senior Mining Adviser, Rothschild) and Peter Attard Montalto (Director – Global Lead, Capital Markets Research, Intellidex) who will consider what the sub-Saharan Africa mining sector may look once the current lockdown period ends. They will also indicate what steps sub-Saharan countries should take now to ensure that their mining sectors are placed on the correct trajectory to maximise future growth and development. Speakers: Peter Leon, Partner and Africa Co-Chair Olivier Binyingo, Director Patrick Leyden, Director Fiona Perrott-Humphrey, Senior Mining Adviser, Rothschild Peter Attard Montalto, Director – Global Lead, Capital Markets Research, Intellidex

Peter Attard Montalto - Head of Capital Markets Research at Intellidex talks the stimulus.

Peter Attard Montalto - Head of Capital Markets Research at Intellidex talks the stimulus.

Peter Attard Montalto - Head of Capital Markets Research at Intellidex talks SAA

Peter Attard Montalto - Head of Capital Markets Research at Intellidex talks SAA

Rising friction between the US and Iran has sent oil prices on a volatile ride as of late. Would this matter to Thai markets, where the oil and gas sector takes a surprisingly big chunk of the Stock Exchange of Thailand? Kobsidthi Silpachai, Head of Capital Markets Research at Kasikorn Bank, joins us on the first episode of Across the ASEAN this year to discuss the recent events in the Middle East, his outlook for Thai stocks and the Baht, and whether the Thai SET can surpass the SGX in the next few years.

Peter Attard Montalto - Head of Capital Markets Research at Intellidex talks SAA

Peter Attard Montalto - Head of Capital Markets Research at Intellidex

Katia Porzecanski, Bloomberg News Investing Reporter, discusses a hedge-fund startup run by Michael Phelps, a former head of European credit at BlackRock, attracting a $200 million investment from Blackstone Group. Emily Roland, Head of Capital Markets Research at John Hancock Investments, talks about concerns of the direction of markets. Kyle Bass, Chief Investment Officer at Hayman Capital Management, explains why he thinks President Trump has an opportunity to reset the U.S. relationship with China. Janet Lorin, Bloomberg News Endowments Reporter, talk about U.S. colleges raising $46.7 billion in the 12 months through June 2018, the ninth straight record year, as the lengthy bull market for stocks helped spur contributions. And we Drive to the Close of markets with Oliver Pursche, Chief Market Strategist at Bruderman Asset Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Katia Porzecanski, Bloomberg News Investing Reporter, discusses a hedge-fund startup run by Michael Phelps, a former head of European credit at BlackRock, attracting a $200 million investment from Blackstone Group. Emily Roland, Head of Capital Markets Research at John Hancock Investments, talks about concerns of the direction of markets. Kyle Bass, Chief Investment Officer at Hayman Capital Management, explains why he thinks President Trump has an opportunity to reset the U.S. relationship with China. Janet Lorin, Bloomberg News Endowments Reporter, talk about U.S. colleges raising $46.7 billion in the 12 months through June 2018, the ninth straight record year, as the lengthy bull market for stocks helped spur contributions. And we Drive to the Close of markets with Oliver Pursche, Chief Market Strategist at Bruderman Asset Management. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses: the response to Putin’s Ukraine aggression; the Mexico border situation. Emily Roland, Head of Capital Markets Research at John Hancock Investments, on why she's preparing to get defensive.

Chris Rupkey, MUFG Union Bank Chief Financial Economist, asks how Washington will pay for new infrastructure and healthcare programs following the tax cuts. Max Nisen, Bloomberg Gadfly Columnist, joins to breakdown the news that JPMorgan, Amazon, and Berkshire Hathaway are partnering to create a healthcare company for their U.S. Employees. Terry Haines, Evercore ISI Head of U.S. Policy & Political Analysis, says he'll be listening for signals on housing finance and trade in President Trump's State of the Union Address tonight. Emily Roland, John Hancock Investments Head of Capital Markets Research, says it's likely we'll see an increase in volatility in 2018.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Chris Rupkey, MUFG Union Bank Chief Financial Economist, asks how Washington will pay for new infrastructure and healthcare programs following the tax cuts. Max Nisen, Bloomberg Gadfly Columnist, joins to breakdown the news that JPMorgan, Amazon, and Berkshire Hathaway are partnering to create a healthcare company for their U.S. Employees. Terry Haines, Evercore ISI Head of U.S. Policy & Political Analysis, says he'll be listening for signals on housing finance and trade in President Trump's State of the Union Address tonight. Emily Roland, John Hancock Investments Head of Capital Markets Research, says it's likely we'll see an increase in volatility in 2018.