

Talking Markets: Equities edition with Dan Suzuki of Richard Bernstein Advisors
Apr 28, 2024
Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors, discusses the near-to-medium term outlook for the US economy, equity markets, and opportunities within equities. Topics include market performance, valuation differences, sector performance, earnings growth as a performance driver, and shifting earnings trends in global markets.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Analyzing Recent Market Trends: Growth, Inflation, and Sector Performance
04:43 • 4min
Analysis of Market Earnings and Risks in Current Environment
08:39 • 5min
Equity Positioning Recommendations and Earnings Trends Analysis
13:16 • 4min
Exploring Shifting Earnings Trends in Global Markets
16:49 • 5min