Surveillance: Soft vs Hard Landing
Bloomberg Surveillance
00:00
Is It a Good Question?
We expect three more 25 basis point hikes and probably a relatively balanced meeting you mentioned earlier to me the macro data would be much more important. Christian we talked to the head of the Norwegian sovereign wealth fund yesterday who's got an immense challenge moving the needle because of his mass his size. Many of us don't have that problem do we want to be index based or more choosy skew to a lower R squared more actively managed. And what we've been saying for some time is that in the next few years stock picking will get more important.
Play episode from 15:06
Transcript
