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Dan Nathan and Guy Adami host Anastasia Amoroso, Chief Investment Strategist at Partners Group, on the RiskReversal Podcast. Anastasia discusses her new role at Partners Group, a firm specializing in private markets including private equity, credit, real estate, infrastructure, and royalties. The conversation covers the Federal Reserve's potential rate cuts, the labor market's weakening state, and inflation concerns. Anastasia highlights the increasing adoption and impact of AI on job markets and corporate productivity. The podcast also explores the anticipated capital market activity, the potential for accelerated earnings growth sparked by rate cuts, and the nuanced state of sectors like financials, healthcare, and gold. Anastasia concludes by emphasizing the need to monitor AI-related investments closely and the significance of strategic focus in both private and public markets to navigate 2026's economic landscape.
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