Centerview Partners Counselor talks about geopolitics, PGIM Real Estate Co-CEO discusses commercial real estate optimism, Willett Advisors CEO looks into the enthusiasm for electric vehicles, Aperture Investors CEO sees buying opportunities despite high valuations.
Investors advised to prepare for geopolitical turbulence by fastening seatbelts.
Commercial real estate outlook optimistic, with overblown doom and gloom perceptions.
US automakers show enthusiasm towards electric vehicles, presenting investment opportunities even at high valuations.
Deep dives
Public.com Offering High APY
Public.com sponsors the show, highlighting a 5.1% APY on a high yield cash account, surpassing rates of various competitors, enticing potential investors to explore this opportunity.
NetSuite's Financial System Impact
NetSuite is praised for merging accounting, financial management, inventory, and HR into an all-in-one cloud financial system, reducing costs and errors, with a flexible financing program extension.
Wall Street Week Insights on Global Infrastructure
Bloomberg's Wall Street Week delves into global infrastructure investments, IPO trends in tech companies, the impact of inflation on employment, and the necessity of rate cuts amid geopolitical uncertainties.
Geopolitical Insights on Middle East and Ukraine
Discussions with Ambassador Richard Haass touch on potential escalations following Iranian-Israeli clashes, emphasizing the diverse fault lines in the Middle East and the challenges of U.S. advisory roles in conflict situations like Ukraine against Russian pressures.
Economic Shifts and Investment Strategies
Amidst rising interest rates and geopolitical risks, investment strategies are focusing more on defensive postures with preference towards credit opportunities over equities, considering the implications of a sustained higher rate environment.
On this edition of Wall Street Week, Centerview Partners Senior Counselor Richard Haass tells investors to fasten their seatbelts in dealing with geopolitics. PGIM Real Estate Co-CEO Cathy Marcus says that doom and gloom around commercial real estate is overblown. Willett Advisors Chairman and CEO Steve Rattner looks at why US automakers approached electric vehicles with so much exuberance, and Aperture Investors Chairman and CEO Peter Kraus sees opportunities to buy even amid high valuations.