Bloomberg Businessweek Weekend - June 21st, 2024
Bloomberg Businessweek
00:00
Navigating Government-issued Debt and Retirement Portfolios
The chapter delves into the impact of government-issued debt on investment strategies for funding pension liabilities, highlighting the need for better solutions for retirement portfolio management. The discussion covers the debate between active and passive investing, emphasizing the importance of combining both approaches for outperformance while managing costs effectively. Additionally, the speakers analyze market conditions, earnings revisions, and suggest exploring investment opportunities beyond traditional sectors like the MAG7 companies.
Play episode from 16:39
Transcript
