Bloomberg Surveillance
Upside Risks to Inflation and Outlook for a US Recession
Jun 20, 2024
Global Chief Investment Strategist at BlackRock, Chief Economist at Apollo Global Management, and Chief Investment Strategist at iCapital talk about global markets, Fed's stance on rate cuts, predicting market trends with AI technology, and investment strategies for public and private markets.
30:33
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Quick takeaways
- Tech sector drives US equity market earnings momentum with AI playing a crucial role.
- Concerns arise over commercial real estate market, particularly office sector facing maturity walls.
Deep dives
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Nationwide offers resources to financial professionals to enhance retirement security for their clients. By utilizing tools like Salesforce with Einstein AI, advisors can create personalized experiences for customers. The podcast emphasizes reevaluating portfolio construction due to changing correlation dynamics in various asset classes.
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