AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Bloomberg Surveillance
Bloomberg Surveillance: Keys for Investors in 2024
Dec 27, 2023
Kristina Hooper advises investors to be well-diversified in 2024, while Gerard Cassidy suggests a risk-on investment strategy. Steven Cook discusses the US's defensive approach to recent escalations in the Red Sea, and Nadia Martin Wiggen examines the impacts of geopolitical conflicts on the global oil market. Sel Hardy predicts a gradual recovery in the healthcare sector next year.
39:16
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Investors should focus on diversification in 2024.
- The healthcare sector is expected to experience a gradual recovery next year.
Deep dives
Healthcare sector in 2023
The healthcare sector saw weakness and volatility in 2023, with significant variances in performances across companies. Overall, the sector underperformed compared to other sectors. However, 2024 is expected to be a year of gradual recovery, particularly for biopharma. A rotation is anticipated from poorly performing sub-industries to previously sold-off sub-industries, such as pharmaceuticals and technology. Overall, the sector offers buying opportunities and attractive valuations.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode