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2min chapter
Nike's CEO Switch, Beverage M&A, and the Markets
Bloomberg Intelligence
Investment Strategies in an Evolving Market Landscape
This chapter explores the remarkable performance of a dedicated infrastructure fund amid rising power demands driven by AI technologies. It also examines new investment strategies, including the introduction of long-duration treasury bonds and sector overweights in consumer staples and healthcare, while focusing on tech giants benefiting from AI momentum.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode