Bloomberg Surveillance
Bloomberg Surveillance TV: January 3, 2025
Jan 6, 2025
Liz Young Thomas, the Head of Investment Strategy at SoFi, shares her outlook on equities in 2025, emphasizing potential choppiness ahead. Meanwhile, David Malpass, former President of the World Bank, analyzes the economic and geopolitical landscape under a possible second Trump administration. They discuss the rising importance of healthcare investments, the implications of tariffs, and the challenges posed by national debt. Additionally, they critique the Federal Reserve’s communication and suggest ways to enhance transparency in these uncertain times.
19:44
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Quick takeaways
- Investors should explore opportunities in healthcare, materials, and industrials as viable alternatives to the dominating tech sector in 2025.
- The rising interest rates and their effect on growth stocks emphasize the need for investors to reconsider their portfolio strategies.
Deep dives
Opportunities in Healthcare and Beyond
Healthcare is poised to become one of the top sectors for earnings growth in 2025, demonstrating significant potential for investors. The podcast highlights the importance of looking beyond the dominant tech sector, which has drawn much attention, to explore value in healthcare, materials, and industrials. Many investors are focused on tech stocks, potentially overlooking the favorable positions of companies within these other sectors. As healthcare has been priced low due to negative expectations, it presents an attractive buying opportunity for growth in the upcoming year.
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