Bloomberg Surveillance
Bloomberg Surveillance December 24, 2024
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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Quick takeaways
- Margie Patel emphasizes that despite market volatility, the stock market is reasonably priced for continued decent performance next year.
- Ryan Petersen highlights the impact of potential tariffs on supply chains, as businesses rush to import goods before possible disruptions.
Deep dives
Investment Strategies in AI and Robotics
The GlobalX Robotics and Artificial Intelligence ETF (BOTZ) offers exposure to companies leveraging AI and robotics across various sectors, including industrials and healthcare. This ETF serves as a potential avenue for investors looking to engage with technological advancements and disruption. However, investment in this ETF carries inherent risks, including the potential loss of principal and the impact of rapid product obsolescence and industry competition. Investors should carefully evaluate the ETF's objectives and risks before making decisions, ensuring a thorough understanding of market dynamics.
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