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05.05.26 - 04:36
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Focus on Cyclical, Structural Impacts of Iran War: Manulife IM (Bloomberg)
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Marc Franklin of Manulife Investment Management says the focus is on what are the cyclical and structural impacts of the Middle East conflict. Franklin says there's a "preference more towards the US" than Europe. He adds that within the equity market construct, the firm likes structural plays, such as tech and AI "which still seem to have good tailwinds." (Source: Bloomberg)...
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05.05.26 - 04:18
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Starwood CEO on Business Strategy, AI, Data Centers (Bloomberg)
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Barry Sternlicht, Chairman and CEO at Starwood Capital Group, discusses the company's business strategy and investing in AI and data centers. He speaks with Romaine Bostick from the sidelines of the Milken Institute Global Conference in Beverly Hills. (Source: Bloomberg)...
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