

Bloomberg Surveillance: Keys for Investors in 2024
8 snips 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Investment Strategies and Outlook for 2024
02:26 • 13min
Buybacks Delayed Due to Uncertainty, New Capital Requirements, and Escalating Situation in Middle East
15:55 • 3min
Proxy War in the Middle East: Houthis Threaten Shipping in the Red Sea
18:29 • 14min
Challenges in the Shale Patch and Potential Alignment between US Shale Production and OPEC
32:02 • 3min
Expectations for the Biopharma Sector in 2024
35:28 • 3min
Potential for Value Increase in Legal and Eli Lilly in 2024
38:05 • 4min