Bloomberg Surveillance How Labor Revisions Could Impact Equities
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Sep 9, 2025 Colin Hunt, CEO of Allied Irish Bank, dives into the dynamic world of multinational customer activity and its impact on the Irish economy. He navigates the challenges Irish businesses face amid U.S. tariffs and discusses the pressing need for improvements in local infrastructure. Listen in as he elaborates on how the Irish market is adapting to competition in Europe, alongside insights on the strong growth and low unemployment in the country, emphasizing the intricate balance of global economic factors.
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Value Lurks Outside Mega-Caps
- Ann Miletti finds value outside the MAG-7 and sees pockets like diagnostics as attractive despite broad market highs.
- She emphasizes relative value within sectors, caps, and regions rather than headline market averages.
Tariff Effects Are Still Unsettled
- Ann Miletti says tariff effects are still uncertain because companies built up inventory and consumer behavior adjusted.
- She believes the full impact of tariffs may not have shown up yet and the jury is still out.
Leaven Mega-Cap Exposure With Diversification
- Ann Miletti advises diversifying away from concentrated top names while keeping exposure to strong fundamentals.
- She stresses balancing risk and reward rather than being absent from high-quality megacaps.