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Portfolio Matters

MEAG's Kerzel Says Stocks to Languish, Economy `Bleak' July 3 (Bloomberg) -- Holger Kerzel, head of portfolio management for equities at MEAG Munich Ergo KAG, talks with Bloomberg's Catherine Yang and Elliott Gotkine about the outlook for equities and his investment strategy.   Play Watch

Mainfirst's Sullivan Likes China High Speed, Esprit July 3 (Bloomberg) -- Andrew Sullivan, a sales trader at Mainfirst Securities Hong Kong Ltd., talks with Bloomberg's Susan Li about his investment strategy for Chinese stocks.   Play Watch

Nomura's Lim Likes UOB, Parkway, Raffles Medical Shares July 2 (Bloomberg) -- Lim Jit Soon, a Singapore-based analyst at Nomura Holdings Inc., talks with Bloomberg's Susan Li about his investment strategy for Singapore stocks. (Source: Bloomberg)   Play Watch

Otto Says Japan's Consumers Avoiding `Big Ticket' Items July 2 (Bloomberg) -- Melissa Otto, senior investment analyst at American Century Investments, talks with Bloomberg's Catherine Yang and Elliott Gotkine about Japanese consumer spending and the outlook for the nation's economy.   Play Watch

Fat Prophets's Wendt Sees Oil Rising to $85 by Year End July 2 (Bloomberg) -- Gavin Wendt, a senior resources analyst at Fat Prophets Funds Management, talks with Bloomberg's Haslinda Amin about his forecast for crude oil.   Play Watch

Genesis's Williams Likes Technology, Cemex Shares July 2 (Bloomberg) -- Michael Williams, chief executive officer of Genesis Asset Management, talks with Bloomberg's Bernard Lo about his investment strategy for global stocks.   Play Watch

Sossa Sees Further Gains in Taiwan's Financial Stocks July 2 (Bloomberg) -- Jair Sossa, head of global sales and trading at Shinkong Securities Co. Ltd., talks with Bloomberg's Catherine Yang about his investment strategy for Taiwanese stocks.   Play Watch

Landers Likes Brazil Consumer Shares, Recommends AmBev July 2 (Bloomberg) -- William Landers, portfolio manager at BlackRock Inc., and Uri Landesman, chief equity strategist at ING Investment Management, talk with Bloomberg's Pimm Fox about their investment strategy for Brazilian stocks.   Play Watch

Tice Sees U.S. Depression, Says Jobless Rate May Top 15% July 2 (Bloomberg) -- David Tice, chief portfolio strategist at Federated Investors, talks with Bloomberg's Matt Miller and Kathleen Hays about the outlook for the U.S. economy.   Play Watch

Keith Hembre Says Jobs Data Damps `Inflation Hysteria' July 2 (Bloomberg) -- Keith Hembre, chief investment strategist and economist at First American Funds, talks with Bloomberg's Carol Massar about the June U.S. employment report released today and its implications on inflation.   Play Watch

Harris's Ablin Sees `Setback' in Jobs Data, Likes Bonds July 2 (Bloomberg) -- Jack Ablin, chief investment officer at Harris Private Bank, talks with Bloomberg's Betty Liu about the implications of today's June U.S. jobs report for stocks.   Play Watch

Fridson Expects `Competitive' Returns in High-Yield Debt July 2 (Bloomberg) -- Martin Fridson, chief executive officer of Fridson Investment Advisors, talks with Bloomberg's Betty Liu about the outlook for the high-yield bond market.   Play Watch


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