Bloomberg Surveillance Bloomberg Surveillance December 24, 2024
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Dec 24, 2024 
Margie Patel, Senior Portfolio Manager at Allspring Global Investments, shares that the stock market is set for a decent year, highlighting investment strategies. Ryan Petersen, Founder and CEO of Flexport, discusses the looming impact of strikes and tariffs on supply chains, emphasizing businesses' need to adapt. Both delve into the volatility in markets and the shift towards equities as interest rates rise, while also considering the implications of upcoming political events on various sectors.
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Stock Market Outlook
- The stock market is reasonably priced for another good year in 2025.
- Private markets have kept the Fed's actions out of its control.
Investment Advice
- Consider investing in equities, even after two strong years.
- Equities offer better total returns than fixed income, given current market conditions.
Equity Selection
- Focus on companies with proven profit growth, particularly in tech and industrials.
- Prioritize quality and higher-priced stocks for continued strong earnings.