Bloomberg Surveillance
Looking Ahead to the December Fed Meeting & Markets in 2025
Dec 17, 2024
Julian Emanuel, a market strategist at Evercore ISI, discusses his bullish S&P 500 target for 2025 amidst ongoing inflation concerns. Meghan Robson from BNP Paribas shares insights on credit markets post-election, highlighting Europe's potential as an outperformer. Bill Priest, chairman at TD Epoch, emphasizes the importance of free cash flow analysis in global investing, while addressing political risks and the challenges in U.S. corporate strategies. Together, they navigate the dynamic landscape of interest rates, investment strategies, and the global economic outlook.
37:56
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Quick takeaways
- The podcast emphasizes the importance of free cash flow in assessing a company's financial health and potential for sustainable growth.
- AI is highlighted as a long-term investment theme, indicating its role in driving future business performance and operational efficiency.
Deep dives
Investing in AI and Robotics
The Global X Robotics and Artificial Intelligence ETF (ticker BOTZ) is highlighted as an investment option for those looking to include AI in their portfolio. This ETF focuses on companies that are driving innovation in robotics and AI across various sectors including industrial and healthcare. However, potential investors are warned about the risks involved, including the chance of losing principal as technology companies face issues like rapid product obsolescence and intense competition. Careful consideration of the fund's objectives and risks is advised before investing.
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