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Investors should be hedging inflation risk right now, says T. Rowe Price's Sébastien Page
CNBC Television· 2026-05-13 11:15
Joining us right now is Sebastian Paige, head of global multi-asset and the chief investment officer at Troll Price where he oversees $650 billion in assets for the firm. Sebastian, good morning to you. >> We keep getting to these record highs and I guess the good news is you can't get to the next record high without surpassing the last one.Uh but the big question of course is are we out over our skis or is there a lot more uh is a lot more terrain to ski. I don't think we're out over our skis. You know, hi ...
CME Plans Computing Power Futures Market
Bloomberg Technology· 2026-05-12 18:38AI Processing
According to Terry Duffy at the CME computes the new oil. That's right. It's just another commodity that is going to be able to not just be traded, uh, tracked versus that's really what was the first pillar was the index that was created, silicon data, bringing that to investors so they could at least start to have more transparency around putting a number to what people were valuing as the price of compute technology.And now we have the ability to hedge, to hedge against price moves and some of the risks t ...
Liquidity sources for market could start fading in second half of year, says iCapital's Sonali Basak
CNBC Television· 2026-05-08 20:45
WITH GAINS, ALBEIT WITH SOME BUMPS ALONG THE WAY. AND WHILE THE S&P IS PATH TOWARD HIGHER REMAINS HIGHER, IT IS TIME TO START HEDGING. IS IT TIME TO START HEDGING FOR MORE VOLATILITY AHEAD.JOINING US NOW SONALI BASAK FROM CAPITAL. GREAT TO HAVE YOU WITH US. AND YOU SAY YES.YOU THINK THE MARKETS ARE GOING TO GO HIGHER. BUT IT IS TIME TO HEDGE. >> YEAH WE DEFINITELY THINK IT'S TIME TO MANAGE DOWNSIDE PROTECTION.GIVEN WHAT WE'VE SEEN IN THE MARKETS. WE DO THINK WE CAN GO HIGHER FROM HERE. SO WE'RE LOOKING AT N ...