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

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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.

Introduction

2min

Investment Strategies and Outlook for 2024

13min

Buybacks Delayed Due to Uncertainty, New Capital Requirements, and Escalating Situation in Middle East

3min

Proxy War in the Middle East: Houthis Threaten Shipping in the Red Sea

14min

Challenges in the Shale Patch and Potential Alignment between US Shale Production and OPEC

3min

Expectations for the Biopharma Sector in 2024

3min

Potential for Value Increase in Legal and Eli Lilly in 2024

4min

Kristina Hooper, Invesco Chief Global Market Strategist, says the key for investors in 2024 is to be well-diversified.

Gerard Cassidy, RBC Capital Markets Large Cap Bank Analyst, advises a risk-on investment strategy going into the new year.

Steven Cook, Council on Foreign Relations Senior Fellow for Middle East & Africa Studies, says the US will opt to remain on the defensive amid recent escalations in the Red Sea.

Nadia Martin Wiggen, Svelland Capital Director, overviews the impacts of ongoing geopolitical conflicts on the global oil market.

Sel Hardy, CFRA Research Analyst, predicts a gradual recovery in the healthcare sector next year.

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