Bloomberg Volatility Forum London 2025 Part II: All Options Considered
There has been growth in the product offering in the crypto options market, which often has a right-tail skew and exhibits spot-up, vol-up dynamics. This edition of All Options Considered is the recording of part of the Bloomberg Volatility Forum 2025 held in London on March 18. The panel discussion on the crypto adoption curve was moderated by Anna Edwards, Boomberg News' Anchor, with Carol Alexander, Professor of Finance, University of Sussex and Exponential Science Foundation, Catherine Clay, Global Head of Derivatives, Cboe Global Markets, and James Harris, CCO, Zodia Custody.
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Bloomberg Volatility Forum London 2025: All Options Considered
A comfortable environment of US exceptionalism has been replaced by noise around tariff risks, the EU’s fiscal bazooka and US policy pivots, which has supported cross-asset volatility. This edition of All Options Considered is the recording of part of the Bloomberg Volatility Forum 2025 held in London on March 18. Bloomberg Intelligence’s chief global derivatives strategist Tanvir Sandhu gave an opening speech on macro and volatility across markets. A panel discussion on the options market was moderated by Noel Hebert, BI’s global director of FICC strategy, with Dennis Davitt, CEO at Millbank Dartmoor Portsmouth, Pierre-Henri de Monts de Savasse, senior portfolio manager at RBC BlueBay and Pierre de Saab, Former Partner at Dominice & Co Asset Management.
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A ‘Generational Opportunity’ in Munis: Masters of the Muniverse
With municipal bond exemptions potentially endangered and credit risks on the horizon, some may consider this to be a transformational time in the muni market. This month we welcome Patrick Haskell, managing director and head of the Municipal Bond Group at BlackRock, to discuss why he thinks it’s a “generational opportunity to capture income” within the muni market. In this Masters of the Muniverse podcast, hosts and Bloomberg Intelligence analysts Eric Kazatsky and Karen Altamirano talk with Haskell about the opportunities in high yield, the rise of active ETFs and the outlook for munis amid the backdrop of tax-policy uncertainties.
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Chilton’s Horan on Fed, Economy and Bonds: Macro Matters
Fed Chair Jerome Powell rehabilitated the word “transitory” and injected it into our understanding of where the economy and inflation are now, says Tim Horan, in this Macro Matters edition of the FICC Focus podcast. Horan, the chief investment officer of fixed income at Chilton Trust, joins host and Bloomberg Intelligence chief US rates strategist Ira Jersey and senior US and Canada rates strategy associate Will Hoffman to discuss the economy and fixed-income markets. Horan said he is avoiding longer-maturity Treasuries, but notes that he finds municipal bonds attractive for investors in some states.
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New Mountain’s Holson on Defensive Direct Lending: Credit Crunch
Direct lending remains a pillar of private credit, providing companies with new and flexible sources of financing in today’s high interest-rate environment. Laura Holson, Chief Operating Officer of Credit and Managing Director at New Mountain Capital, joins Bloomberg Intelligence’s Noel Hebert and Sam Geier on Credit Crunch to discuss the firm’s focus on “defensive growth” direct lending, and expansion into other areas of the private credit markets, including BDCs and CLOs. The conversation touches on collaboration within New Mountain, deal sourcing, the addressable market, direct lending risk premiums, secondary market viability, and more.
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