Bloomberg Surveillance cover image

Repricing Risk Assets in a Higher Rate Environment

Bloomberg Surveillance

00:00

Current State of Global Fixed Income and the Impact on Equities

This chapter discusses the repricing of rates and its potential impact on equities, particularly in relation to big tech and the AI sector. It also highlights the importance of selectivity and growing earnings in a higher rate environment.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app