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Dec 15, 2017
12/17
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morgan asset management's bob michele, lisa coleman, and lisa coleman --and pierre-yves bareau.thanks to them for letting us do a full hour for bloomberg radio and on bloomberg tv right here from new york. i will see you next friday at 12:30 p.m. new york time. this was "bloomberg real yield." this is bloomberg. ♪ is this a phone? or a little internet machine? it makes you wonder: shouldn't we get our phones and internet from the same company? that's why xfinity mobile comes with your internet. you get up to 5 lines of talk and text at no extra cost. so all you pay for is data. see how much you can save. choose by the gig or unlimited. xfinity mobile. a new kind of network designed to save you money. call, visit, or go to xfinitymobile.com. retail. under pressure like never before. and it's connected technology that's moving companies forward fast. e-commerce. real time inventory. virtual changing rooms. that's why retailers rely on comcast business to deliver consistent network speed across multiple locations. every corporate office, warehouse and store near or far covered. lea
morgan asset management's bob michele, lisa coleman, and lisa coleman --and pierre-yves bareau.thanks to them for letting us do a full hour for bloomberg radio and on bloomberg tv right here from new york. i will see you next friday at 12:30 p.m. new york time. this was "bloomberg real yield." this is bloomberg. ♪ is this a phone? or a little internet machine? it makes you wonder: shouldn't we get our phones and internet from the same company? that's why xfinity mobile comes with...
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Dec 16, 2017
12/17
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lisa coleman, the firm's global head of investment great corporate credit.reat to have you with us on the program. it is your turn to grill me. bob: don't you worry about that. jonathan: let's talk about goldilocks growth. we have experienced this for so long. high-growth, low inflation and central banks staying in the game that is positive for risk. next year?hange bob: what is not to like about it? i love the central banks this week. they acknowledge the higher growth. they acknowledge moderate inflation. when i came to policy, they are looking the other way. you got very benign rundown of the balance sheet. almost no rating increases except for the fed. it is great for asset prices. certainly the first half of the year. you throw in any sort of policy stimulus out of washington with tax reform, you got to go with it. lisa: i agree. from my perspective, what is not to like? you got accommodative conditions. you have great growth. central banks are not raising globally, at a rapid pace. you have the fed outlining what they are going to do. i think it is ide
lisa coleman, the firm's global head of investment great corporate credit.reat to have you with us on the program. it is your turn to grill me. bob: don't you worry about that. jonathan: let's talk about goldilocks growth. we have experienced this for so long. high-growth, low inflation and central banks staying in the game that is positive for risk. next year?hange bob: what is not to like about it? i love the central banks this week. they acknowledge the higher growth. they acknowledge...
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Dec 17, 2017
12/17
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jonathan: bob michele and special thank you to lisa coleman.t up we focus on emerging markets as china follows the fed's lead and tightens monetary policy. this is "bloomberg real yield." ♪ ♪ jonathan: from new york city, i am jonathan ferro. this is "bloomberg real yield." at j.p. morgan asset management headquarters here in new york city for the year that was and the year ahead. in 2017, it was definitely the year for emerging markets. we have seen em credit rip higher. with us is bob michele, global head of fixed income, and joining us is pierre-yves bareau, the head of emerging-market debt. when you think about the things to fear in 2017, one of them was emerging markets. we were all thinking about this relationship between the united states and china, the potential for trade wars, and the idea you want to stay clear of em in a big way. that was a bad call. what happened? pierre-yves: growth is good for em. people forget that. when you look at history, it's always good. in 2018, it seems it is very conducive. growth is good. moderate inflat
jonathan: bob michele and special thank you to lisa coleman.t up we focus on emerging markets as china follows the fed's lead and tightens monetary policy. this is "bloomberg real yield." ♪ ♪ jonathan: from new york city, i am jonathan ferro. this is "bloomberg real yield." at j.p. morgan asset management headquarters here in new york city for the year that was and the year ahead. in 2017, it was definitely the year for emerging markets. we have seen em credit rip...
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Dec 17, 2017
12/17
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morgan asset management's bob michele, lisa coleman, and pierre-yves bareau. that does it from j.p.n asset management. my special thanks to them for letting us do a full hour for bloomberg radio and on bloomberg tv right here from new york. i will see you next friday at 12:30 p.m. new york time. 5:30 in london. this was "bloomberg real yield." this is bloomberg. ♪ cannot live without it. so if you can't live without it... why aren't you using this guy? it makes your wifi awesomely fast. no... still nope. now we're talking! it gets you wifi here, here, and here. it even lets you take a time out. no! no! yes! yes, indeed. amazing speed, coverage and control. all with an xfi gateway. find your awesome, and change the way you wifi. ♪ david: what propelled you to want to join this company? brian: i always wanted to work for my dad. david: did he say you could start at the bottom and work your way up, or did he say you could start at number two? brian: that is what i wanted to happen. david: did anybody say is he ready to be president? brian: everybody, including myself. david: have you e
morgan asset management's bob michele, lisa coleman, and pierre-yves bareau. that does it from j.p.n asset management. my special thanks to them for letting us do a full hour for bloomberg radio and on bloomberg tv right here from new york. i will see you next friday at 12:30 p.m. new york time. 5:30 in london. this was "bloomberg real yield." this is bloomberg. ♪ cannot live without it. so if you can't live without it... why aren't you using this guy? it makes your wifi awesomely...
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Dec 15, 2017
12/17
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floor, a reporter interviewed lisa coleman and a guest. take a listen. not to like?central banks. i love it. they have acknowledged higher growth, moderate inflation, and when it came to policy, they are looking the other way. you have a very benign rundown of the balance sheet. almost no rate increases except to be fed. it's great for asset prices, certainly the first half of the year, and any policy stimulus coming out of washington with tax or form, you've got to go with them. lisa? not to like? you have accommodative conditions, great growth, central banks raising globally at a rapid pace. you've got the fed outlining what they are going to do. -- onen: it makes sense not? lisa: we have had some very sector specific issues, whether it is the wireline sector, the retail sector. i think people are concerned. when you take a step back and look at where defaults are, where are the benefits we will see from the tax plan? we are actually in a pretty good environment for high-yield. hast's not that high-yield performed badly. if you are going to own the top of the capit
floor, a reporter interviewed lisa coleman and a guest. take a listen. not to like?central banks. i love it. they have acknowledged higher growth, moderate inflation, and when it came to policy, they are looking the other way. you have a very benign rundown of the balance sheet. almost no rate increases except to be fed. it's great for asset prices, certainly the first half of the year, and any policy stimulus coming out of washington with tax or form, you've got to go with them. lisa? not to...