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Bloomberg Surveillance
How Instability in France May Impact Markets
Dec 3, 2024
Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab, discusses how France's political instability could reshape European economic conditions. He anticipates shifts in investment strategies for 2025, emphasizing the allure of European markets as U.S. and China face challenges. Heidi Crebo-Rediker, from the Council on Foreign Relations, analyzes the impact of the incoming Trump administration on U.S. foreign relations, particularly with allies and tariffs that could complicate international trade.
31:42
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Quick takeaways
- The government crisis in France is anticipated to shape the economic landscape in Europe, potentially creating new investment opportunities despite uncertainties.
- A notable shift from growth to value investing in the European market suggests a trend towards sectors with better cash flow and discounted valuations.
Deep dives
Infrastructure Legislation and Investment Opportunities
Recent infrastructure legislation aims to reshape American development, with a focus on effectively implementing these initiatives. The GlobalX U.S. Infrastructure Development ETF, represented by the ticker PAVE, is a significant investment vehicle that channels funds into companies involved in infrastructure projects. This legislation and corresponding investments are expected to encounter various risks related to economic fluctuations, regulatory changes, and political factors that may affect infrastructure companies. Investors must remain vigilant and consider these challenges when evaluating their portfolios' exposure to the infrastructure sector.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode