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Portfolio Matters

Delphi's Black Sees `Upward' Trend for Stocks This Year  March 12 (Bloomberg) -- Scott Black, president of Delphi Management Inc., talks with Bloomberg's Betty Liu, Jon Erlichman and Adam Johnson about the outlook for stocks and his recommendation of Methanex Corp. and Bunge Ltd. (Source: Bloomberg)   Play Watch

State Street's Lacaille Favors Equities Over Bonds March 12 (Bloomberg) -- Richard Lacaille, who helps manage around $2.3 trillion as chief investment officer at State Street Global Advisors, talks with Bloomberg's Andrea Catherwood about his strategy.   Play Watch

Young Says China Will Take `Baby Steps' on Inflation March 12 (Bloomberg) -- Hugh Young, managing director of Singapore-based Aberdeen Asset Management Asia, talks with Bloomberg's Maryam Nemazee about investing in China and the outlook for the nation's economy.   Play Watch

Credit Suisse's Cliggott Discusses U.S. Economic Outlook March 11 (Bloomberg) -- Douglas Cliggott, U.S. equity strategist at Credit Suisse, talks with Bloomberg's Matt Miller about the outlook for the U.S. economy. (This is an excerpt of the full interview. Source: Bloomberg)   Play Watch

Cliggott Sees U.S. Growth Slowing as Taxes Are Raised March 11 (Bloomberg) -- Douglas Cliggott, U.S. equity strategist at Credit Suisse, talks with Bloomberg's Carol Massar and Matt Miller about the outlook for the U.S. economy.   Play Watch

Binger Sees Steady Stock Market Through August March 11 (Bloomberg) -- Michael Binger, a fund manager at Thrivent Asset Management, talks with Bloomberg's Betty Liu, Jon Erlichman and Adam Johnson about the outlook for the U.S. stock market and his investment strategy.   Play Watch

Pioneer's Taubes Recommends Corporate Bonds in 2010 March 11 (Bloomberg) -- Kenneth Taubes, head of fixed income at Pioneer Investments, talks with Bloomberg's Betty Liu about the investment appeal of corporate bonds.   Play Watch

Greenwoods Asset's Zeng Discusses China Economy, Stocks March 10 (Bloomberg) -- Joseph Zeng, executive director at Greenwoods Asset Management Ltd., talks with Bloomberg's Susan Li about China's economy and central bank monetary policy.   Play Watch

Zeng Says China May Raise Rates as Inflation Quickens March 10 (Bloomberg) -- Joseph Zeng, executive director at Greenwoods Asset Management Ltd., talks with Bloomberg's Susan Li about China's economy and central bank monetary policy.   Play Watch

Pictet's Laxminarayan Discusses China Stocks, Economy March 10 (Bloomberg) -- Bhaskar Laxminarayan, chief investment officer for Asia at Pictet & Cie, talks with Bloomberg's Susan Li about the outlook for China's economy and his investment strategy for Chinese stocks.   Play Watch

Laxminarayan Says Emerging Asia Set for Consumer `Boom' March 10 (Bloomberg) -- Bhaskar Laxminarayan, chief investment officer for Asia at Pictet & Cie, talks with Bloomberg's Susan Li about the outlook for the region's emerging market stocks.   Play Watch

Dalpiaz, Galiani, Kobs Discuss Muni Investment Strategy March 10 (Bloomberg) -- Thomas Dalpiaz, senior vice president at Advisors Asset Management Inc., Stephen Galiani, a senior portfolio manager at Wells Capital Management Inc., and Michael Kobs, a portfolio manager at The Vanguard Group Inc., speak about their investment strategies for municipal bonds.   Play Watch


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