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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John Stoltzfus

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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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02:23

Grow Your Financial Advisory Practice

01:45

Concentrated Market

03:03

Intro

2min

Navigating U.S. Equity Trends

9min

Market Expectations and Infrastructure Developments for 2025

2min

Evolving Energy Landscapes

8min

Exploring the Energy Market and Infrastructure Investment Opportunities

2min

Market Reflections and 2025 Outlook

8min

Market Concentration and Future Investment Strategies

3min

- John Stoltzfus, Oppenheimer Chief Investment Strategist
- Pavel Molchanov, Raymond James Managing Director: Renewable Energy & Clean Technology
- Matt Miskin, John Hancock Investment Management Services Co-Chief Investment Strategist

John Stoltzfus of Oppenheimer believes the "bark" of tariffs will cause more fear than the "actual bite." Pavel Molchanov of Raymond James expects power prices to continue moving higher. Matt Miskin of John Hancock says, "The sentiment dial has been turned up significantly to end 2024. We think that's becoming a bit of a liability walking into next year."

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