Amanda Agati, the Chief Investment Officer at PNC Asset Management Group, shares insights on the potential market impact of the upcoming debate and how it may shape future market expectations. The chapter delves into the uncertainty surrounding the market's pricing in of future events such as the election, discussing scenarios for a Biden or Trump win, control of Congress, or a split Congress. The speakers emphasize the significance of global infrastructure, high-quality exposures, and longer tailed infrastructure opportunities for investors with a longer time horizon, while reflecting on the potential economic developments and the hope for more clarity in the months ahead.
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Bloomberg News US Semiconductor Reporter Ian King discusses Micron Technology, the largest US maker of computer memory chips, dropping on Thursday after its forecast disappointed investors seeking a bigger payoff from artificial intelligence mania. Bloomberg News Technology and E-Commerce Reporter Spencer Soper talks about California Police seizing suspected stolen goods bound for Amazon. Kelli Valade, President and CEO at Denny’s, explains the restaurant chain’s commitment to Diversity, Equity and Inclusion. And we Drive to the Close with Amanda Agati, Chief Investment Officer at PNC Asset Management Group.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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