
 Bloomberg Surveillance Bloomberg Surveillance TV: September 16, 2024
 Sep 16, 2024 
 Rob Casey, a Senior Analyst at Signum Global Advisors, discusses how a recent assassination attempt on Trump may energize his supporters. Lori Calvasina, Head of Equity Strategy at RBC Capital Markets, analyzes the potential shift to small-cap stocks if the Fed cuts interest rates by 25bps. Manny Roman, CEO of PIMCO, emphasizes the current underinvestment in fixed income, revealing a growing interest in bonds amidst economic uncertainty. Together, they explore investment strategies and the implications of political dynamics on the market. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7 
 Intro 
 00:00 • 2min 
 Navigating Small-Cap Stocks in Uncertain Times 
 02:01 • 6min 
 The Growth and Impact of Direct Lending in Private Investments 
 07:39 • 2min 
 Political Turmoil and Campaign Strategies 
 09:30 • 5min 
 Navigating Investment Challenges 
 15:00 • 3min 
 Navigating Fixed Income: Bonds and Market Dynamics 
 18:00 • 14min 
 Investment Opportunities in a Complex Economic Landscape 
 31:54 • 3min 


