Market intelligence · voices

Asset manager voices

The CIOs and market strategists whose house views set the tone.

AdvisorETFAsset managerPrivate equity
Who to watch · the asset manager universe
T1David Kelly · J.P. Morgan Asset Mgmt · Chief Global Strategist
Guide to the Markets · weekly · site ↗
Guide to the Markets is an advisor-desk staple.
T1Jean Boivin · BlackRock Investment Institute · Head
Weekly Market Commentary · weekly · site ↗
Drives BII's house view.
T1Jeffrey Gundlach · DoubleLine · CEO & CIO
Total Return webcasts · periodic · site ↗
The 'bond king'; market-moving webcasts.
T1Kristina Hooper · Invesco · Chief Global Market Strategist
Weekly market commentary · weekly · site ↗
Widely-syndicated weekly macro voice.
T1Rick Rieder · BlackRock · CIO of Global Fixed Income
Media + commentary · frequent · site ↗
VERIFY: reported in the running for Fed chair in 2026; role may change. Top bond-market voice for advisors.
T1Saira Malik · Nuveen · Chief Investment Officer
CIO Weekly Commentary · weekly · site ↗
Reliable weekly cadence plus weekly video.
This week's calls · Week of October 26 – November 1, 2026
T1David Kelly · J.P. Morgan Asset Management · forecast
bullish 60/40 portfolios
T1Jean Boivin · BlackRock Investment Institute · allocation
overweight U.S. Treasuries (short-term)
T1Jeffrey Gundlach · DoubleLine · view
bearish S&P 500SPX
T1Kristina Hooper · Invesco · forecast
bearish Macro Economy
T1Rick Rieder · BlackRock · allocation
overweight Investment-grade corporate bonds (AI hyperscalers)
T1Saira Malik · Nuveen · view · implied
neutral Geopolitical risk / Market sentiment