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Bloomberg Businessweek
SpaceX Tender Offer Said to Boost Value to $175 Billion-Plus
Dec 7, 2023
43:08
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The podcast covers topics such as SpaceX's tender offer valuing the company at $175 billion, the changing dynamics in the tech industry, and a market outlook with insights from Christoph Gleich of Harbor Capital Advisors. It also includes conversations with Bloomberg News correspondents and sponsor ads from JPMorgan Wealth Management and IBM's Smart Talks with IBM.
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Quick takeaways
- Maintaining a good allocation to equities is recommended for long-term investors as valuations remain fair and small-cap stocks present attractive opportunities for skilled active managers to add value.
- Cash is the worst-performing asset class over the long term, and holding too much cash reduces investment potential, so allocating funds to attractively valued areas of the market, such as small-cap stocks, can generate favorable long-term returns.
Deep dives
Market Resilience and the Soft Landing Scenario
The market has shown unexpected resilience and growth, defying predictions of a recession and prompting a risk-on environment. Valuations remain fair, and it is recommended to maintain a good allocation to equities for long-term investors. Small-cap stocks, which have experienced a prolonged drawdown, are becoming attractive, with opportunities for skilled active managers to add value. Some sectors, such as biotech, may present contrarian opportunities. ETFs continue to gather significant inflows, particularly in actively managed ETFs, which provide tax-efficient exposure to various market segments.
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Discover
highlights
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