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The Meb Faber Show - Better Investing
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
Jan 24, 2025
Savita Subramanian, Head of U.S. Equity Strategy at Bank of America and named one of Barron’s 100 Most Influential Women in Finance, dives into market trends as 2025 approaches. She discusses why today’s higher valuations are justifiable, the potential for productivity gains to spark a new bull market, and the surprising strength of corporate margins amid inflation. Savita also shares her thoughts on selective stock picking, the future landscape for small and mid caps, and the reshaping of investment strategies in the evolving financial environment.
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Quick takeaways
- Savita Subramanian emphasizes that the evolving S&P 500 justifies higher valuations, leading to a more optimistic market outlook for 2025.
- The discussion highlights the potential for a bull market driven by productivity gains and the resilience of corporate margins despite inflationary pressures.
Deep dives
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