

Bloomberg Surveillance October 15, 2024
Oct 15, 2024
Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley, discusses the low spread risk in bond portfolios. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, emphasizes companies with strong balance sheets during earnings season. Max Kettner, HSBC's Chief Multi-Asset Strategist, believes the market is underestimating the resilience of the US consumer. The trio delves into the interplay of geopolitical concerns and economic uncertainty, offering strategic insights into navigating investments as 2025 approaches.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Economic Uncertainty
02:01 • 8min
Economic Outlook Amid Election Dynamics
09:47 • 4min
Navigating Consumer Trends and Market Volatility
13:17 • 7min
Opportunities for Growth in Financial Advisory
19:58 • 2min
Bullish Market Sentiment and Economic Complexities
22:03 • 8min
Market Optimism and the Importance of Mental Health
29:59 • 2min