Bloomberg Surveillance Bloomberg Surveillance TV: December 10, 2024
Dec 10, 2024
Bob Doll, the CEO and CIO of Crossmark Global Investments, shares his bullish outlook on dividend stocks for the upcoming year. Ellen Wald, a senior fellow at The Atlantic Council, highlights Saudi Arabia's pivotal role in Syria's future, especially after the Assad regime's decline. Jill Carey Hall from BofA notes that mid-cap stocks may be a smarter investment in 2025 as small-caps navigate an ongoing earnings recession. The conversation weaves through market trends, geopolitical influences, and strategic investment opportunities.
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Balancing Portfolio Risk
- Consider taking some profits if you've made significant gains in the market.
- Move towards a more neutral position, adjusting portfolio weights based on sector performance and potential risks.
Politics and Market Volatility
- Politics usually play a secondary role in market movements.
- However, the current political climate may increase their influence on market volatility in 2025.
Investing in Dividend Growth Stocks
- Focus on dividend growth stocks for potentially better returns in the coming year.
- Prioritize companies with predictable earnings, consistent performance, and strong free cash flow.