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Portfolio Matters

Dalpiaz, Galiani, Kobs Discuss Muni Investment Strategy March 10 (Bloomberg) -- Thomas Dalpiaz, senior vice president at Advisors Asset Management Inc., Stephen Galiani, a senior portfolio manager at Wells Capital Management Inc., and Michael Kobs, a portfolio manager at The Vanguard Group Inc., speak about their investment strategies for municipal bonds.   Play Watch

JPMorgan's Li Sees Multiple China Rate Increases in 2010 March 10 (Bloomberg) -- Frank Li, head of China research at JPMorgan Chase & Co., talks with Bloomberg's Susan Li about the outlook for China's economy and central bank monetary policy.   Play Watch

Strategas's Trennert Is `Pretty Bullish' on U.S. Stocks March 10 (Bloomberg) -- Jason Trennert, managing partner at Strategas Research Partners, talks with Bloomberg's Matt Miller and Carol Massar about the outlook for the U.S. stock market.   Play Watch

Saluzzi Says Equity Market Is `Built on Lies and Rumors' March 10 (Bloomberg) -- Joseph Saluzzi, co-head of equity trading at Themis Trading LLC, talks with Bloomberg's Matt Miller and Carol Massar about the outlook for the U.S. stock market.   Play Watch

Geithner Says U.S. Economy on `Verge' of Creating Jobs March 10 (Bloomberg) -- Treasury Secretary Timothy Geithner responds to questions on the U.S. budget as part of testimony before a House Appropriations subcommittee in Washington.   Play Watch

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


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