Bloomberg Businessweek Markets Tumble, How Insurers Manage Risk
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Jan 7, 2025 John Augustine, CIO at Huntington Private Bank, discusses the potential risks in the housing market and its impact on the U.S. economy. Vince Tizzio, CEO of AXIS Capital, delves into how insurers are tackling today's complex risk landscape, particularly in credit and cyber insurance. Sylvia Jablonski, CEO & CIO at Defiance ETFs, shares insights on shifting investor sentiments, focusing on emerging sectors like quantum computing and AI. The chat ultimately highlights the blend of economic challenges and innovative investment strategies.
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Market Trends
- Stocks are down, and U.S. Treasury yields are up due to economic data.
- The market expects the Fed won't cut interest rates before July.
Market Volatility
- The current market environment shifts narratives daily, particularly in Treasury trading.
- This volatility likely continues into earnings season.
Stock Valuation
- Despite the S&P 500's strong performance, stocks aren't expensive enough yet.
- John Augustine suggests this means there's still room for growth.