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Portfolio Matters

Brennan Says California Has Resources to Pay Debt March 10 (Bloomberg) -- Paul Brennan, a portfolio manager for Nuveen Asset Management, talks with Bloomberg's Margaret Brennan about the outlook for California's $2 billion debt offering.   Play Watch

Axiom's Dalton Likes Microsoft, JPMorgan, Pfizer March 10 (Bloomberg) -- Liam Dalton, chief executive officer of Axiom Capital Management, talks with Bloomberg's Betty Liu, Jon Erlichman and Adam Johnson about investment strategy.   Play Watch

Kohler Says Oil Price Is `Not an Issue of Fundamentals' March 10 (Bloomberg) -- Ann Kohler, an analyst at Caris & Co., talks with Bloomberg's Margaret Brennan about the outlook for the oil market and U.S. fuel inventories.   Play Watch

Axiom's Liam Dalton Discusses Investment Strategy March 10 (Bloomberg) -- Liam Dalton, chief executive officer of Axiom Capital Management, talks with Bloomberg's Betty Liu, Jon Erlichman and Adam Johnson about investment strategy. (This is an excerpt of the full interview. Source: Bloomberg)   Play Watch

ECU's Manduca Sees Pound Rising on Economic `Snap Back' March 10 (Bloomberg) -- Philip Manduca, head of investment at ECU Group, talks with Bloomberg's Andrea Catherwood about the prospects for the U.K. economy and the pound. (Source: Bloomberg)   Play Watch

Robeco's Donovan Sees Stricter Tax Rules Weighing on GE March 10 (Bloomberg) -- Mark Donovan, co-chief executive officer of Robeco Investment Management, talks with Bloomberg's Linzie Janis about the outlook for U.S. technology and banking stocks. (Source: Bloomberg)   Play Watch

Russell Says Technology a `Leading' Industry for Returns March 10 (Bloomberg) -- Simon Russell, head of European technology at Thomas Weisel Partners, talks about investing in the industry.   Play Watch

Evans Says HSBC Is Most `Overweight' on U.S. Stocks March 10 (Bloomberg) -- Garry Evans, a Hong Kong-based global strategist at HSBC Holdings Plc, talks with Bloomberg's Maryam Nemazee about the outlook for U.S. stocks.   Play Watch

HSBC's Pelayo Discusses Semiconductor Industry, SMIC March 9 (Bloomberg) -- Steven Pelayo, regional head of technology research at HSBC Holdings Plc, talks with Bloomberg's Susan Li about the outlook for the global semiconductor industry.   Play Watch

HSBC's Pelayo Likes United Micro, Vanguard, Chroma March 9 (Bloomberg) -- Steven Pelayo, regional head of technology research at HSBC Holdings Plc, talks with Bloomberg's Susan Li about his investment strategy for Asian chipmakers.   Play Watch

Ponsi Sees Australian Dollar at Parity With U.S. by 2011 March 9 (Bloomberg) -- Ed Ponsi, president of FXEducator LLC, talks with Bloomberg's Haslinda Amin about the outlook for global currencies.   Play Watch

Allianz's Srinivasan Discusses Greece, Global Markets March 9 (Bloomberg) -- Nikhil Srinivasan, chief investment officer for Asia and the Middle East at Allianz Investment Management, talks with Bloomberg's Haslinda Amin about Greece's debt crisis, the global economy, and his investment strategy for stocks and currencies. (This is an excerpt of the full interview. Source: Bloomberg)   Play Watch


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