Bloomberg Surveillance
Outlook for Markets, Consumers, and Tech
Dec 27, 2024
Melissa Otto, Head of TMT Research at Visible Alpha, shares insights on Big Tech's 2025 landscape, discussing upcoming challenges and an anticipated product upgrade cycle. Julie van Ullen, Chief Revenue Officer at Rakuten, analyzes changing consumer behaviors, emphasizing the impact of early holiday shopping and value-driven purchases. They explore the evolving dynamics between e-commerce and brick-and-mortar stores, and how retailers must adapt to meet the demands of savvy consumers, particularly Gen Z.
32:35
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Quick takeaways
- The podcast highlights the disparity in performance between large-cap and small-cap stocks, attributing it to economic sentiment and interest rate fluctuations.
- Forecasts for 2025 indicate a moderate 9% earnings growth, underscoring the importance of stable economic conditions for achieving robust market performance.
Deep dives
Investment Potential of Robotics and AI ETFs
The GlobalX Robotics and Artificial Intelligence ETF, known by the ticker BOTZ, represents a strategic opportunity to invest in companies that leverage robotics and AI across various industries, including healthcare and industrials. This ETF aims to capitalize on the ongoing disruption caused by technology in these sectors, providing investors with exposure to a rapidly evolving market. However, potential investors should be aware of the inherent risks associated with such investments, including the possibility of losing principal and being affected by the volatile nature of technology companies. Before making any investment decisions, it's crucial to assess the fund's objectives, risks, charges, and expenses as outlined in its prospectus.
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