Bloomberg Surveillance
Bloomberg Surveillance TV: December 31, 2024
Dec 31, 2024
John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares keen insights into equity markets and economic forecasts. He suggests that the fear surrounding tariffs may be overstated. Pavel Molchanov from Raymond James anticipates continued rises in power prices, while Matt Miskin of John Hancock notes a significant uptick in market sentiment that could become a liability in 2025. The guests also discuss the transformative shift in energy markets from oil to electricity and the influential role of AI in shaping future investment landscapes.
28:22
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Quick takeaways
- Investments in U.S. infrastructure are crucial for future development, but they come with inherent risks from economic and regulatory fluctuations.
- The anticipated integration of AI into industries promises long-term gains for investors, although the realization of its full benefits may require patience.
Deep dives
Infrastructure Development and Challenges Ahead
Recent infrastructure legislation paves the way for significant developments in American infrastructure, highlighting the crucial role that investments in this sector will play. The GlobalX U.S. Infrastructure Development ETF (PAVE) provides exposure to various companies involved in this transformative work. However, investors must recognize that infrastructure-related investments carry intrinsic risks related to economic, regulatory, and political fluctuations that could impact performance. The successful execution of these projects will depend on addressing these challenges constructively to realize their potential benefits.
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