Latest news with #KatieKoch
Bloomberg
21-05-2025
- Business
- Bloomberg
Macroeconomic Moves: What Top Investors See Ahead
Katie Koch, President & CEO, The TCW Group and Rajeev Misra, Founder, One Investment Managemen discuss navigating global macroeconomic shifts and what lies ahead for investors with Bloomberg's Joumanna Bercetche at the 2025 Qatar Economic Forum, Powered by Bloomberg. (Source: Bloomberg)
Yahoo
08-05-2025
- Business
- Yahoo
TCW CEO Koch Says Clarity Is Reprieve Companies Need Most
TCW CEO and President Katie Koch discussed the market reaction to tariffs, explained why she expects to see more buying opportunities soon, and set out the three potential paths she sees for the US economy. Koch spoke on the sidelines of The Milken Institute Global Conference in Beverly Hills, California.
Yahoo
07-05-2025
- Business
- Yahoo
Katie Koch Sees 'Most Interesting' Times Ahead for Private Credit
TCW Group CEO Katie Koch says there will be a big dispersion in the performance of private credit between managers and the industry will soon start seeing some of the accidents in the asset class. She speaks at The Milken Institute Global Conference in Beverly Hills, California.
CNBC
07-05-2025
- Business
- CNBC
European markets head for mixed open as traders focus on Fed decision
TCW CEO Katie Koch expects the rockiness to return to the markets as investors continue to digest economic data. "There will be a lot of uncertainty," she said in an interview with CNBC's Sara Eisen from the sidelines of Milken Institute Global Conference Tuesday. "This is a process and it's going to take time. We are going to continue to get a series of conflicting data points." "We've got a lot of dry powder and we're excited for the opportunity to lean in when that happens," she added. The path of the economy can range anywhere from a soft landing to a recession to stagflation, Koch said. At the moment, she said a recession is possible but is too difficult to predict. In the meantime, selectivity is key across the board, she said. In equities, there are some bottom-up opportunities and in private credit, she sees an opportunity in rescue financing. Still, longer term, Koch still believes in the artificial intelligence revolution and the shortage of energy to support it. "Do I think there is massive wealth creation opportunities in equity markets by allocating capital to AI and energy? 100%," Koch said. "I just think in the near term we've got a lot of volatility that we'll have to weave through." — Michelle Fox
Bloomberg
06-05-2025
- Business
- Bloomberg
Milken Institute Global Conference Bloomberg Markets 05/06/2025
"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests; Eldridge Industries CEO Todd Boehly, TCW CEO President Katie Koch, and Franklin Templeton President CEO Jenny Johnson. (Source: Bloomberg)
