Surveillance: We're De-Risking, Topcuoglu Says
11.05.2019 - By Bloomberg Surveillance
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.