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Jim Caron, Morgan Stanley Investment Management portfolio solutions CIO, says this is a stock pickers market, but it's still very important to have a diversified portfolio. He speaks on "Bloomberg Surveillance."

Treasury yields are starting to become "unhinged,'' which will be a challenge for incoming Federal Reserve Chair Kevin Warsh, according to Subadra Rajappa, the head of research for Societe Generale Americas. She speaks with Jonathan Ferro and Lisa Abramowicz on Bloomberg Television's "Surveillance.''

Jason Pang of JPMorgan Asset Management says that "higher oil for longer will translate into a more hawkish bias" among central banks in Asia. He also tells Bloomberg Television that "Malaysia, local, remains a good exposure for investors."

Rick Rieder, BlackRock global fixed income chief investment officer, talks about how the Federal Reserve could operate under Kevin Warsh, managing geopolitical risk and the future of the yield curve. He speaks to Bloomberg Television at the Milken Global Conference.

Janus Henderson CEO Ali Dibadj says the firm is "energized" about the Trian deal, which will allow for investment in technology and AI to improve performance. He also talks about plans to launch US ETF products in the global market. He speaks with Katie Greifeld and Romaine Bostick at the Milken Institute Global Conference in Beverly Hills, California.

Maybank Asset Management's Rachana Mehta says that investors buying five to six year bonds can still get positive returns this year "just from a carry perspective."

Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson says this earnings recovery is stronger than many people think. He speaks on Bloomberg Open Interest.

Former Treasury Secretary Henry Paulson suggested US authorities prepare a back-up plan in order to avert a potential future collapse in demand for Treasuries resulting from long-running concerns over the federal debt load an event that he warned would have "vicious" effects. (Updates headline and description with additional context.)

Vishy Tirupattur, Morgan Stanley's chief fixed income strategist, addresses concerns regarding recent redemption activity in funds marketed as illiquid. Speaking on "Bloomberg Open Interest," Tirupattur evaluates whether these funds can sustainably meet redemption demands and discusses the implications of their liquidity profiles.

Mina Krishnan, multi-asset portfolio manager at Schroders, discusses how Iran tensions are weighing on the markets. She speaks about the dollar and gold on Bloomberg Radio.