Alison Williams discusses Jamie Dimon's Annual Letter and upcoming bank earnings. Ryan Fisher talks about EV charging companies turning a profit. Ann Berry shares market insights. Julie Fine discusses the solar eclipse. Topics include bank earnings, EV charging profitability, and market trends.
Jamie Dimon's Annual Letter provides insights into global banks and asset managers, EV charging companies are starting to be profitable in the market.
Deep dives
Mix of Technology and Value Investments Across Sectors
Portfolios are balanced with a mix of technology and value investments in sectors like energy, materials, and industrials. Opportunities are identified in both growth stocks and value stocks.
Potential for Volatility in Equities
Volatility in equity markets is anticipated, potentially triggered by events such as geopolitical tensions or economic data releases. The market has shown tendencies for sudden shifts in response to external factors.
Fixed Income Strategy: Barbell Approach and Corporate Spread Monitoring
The fixed income strategy involves a barbell approach, capitalizing on short-term investments while also monitoring corporate spreads. The focus is on managing duration exposure and keeping a watchful eye on the impact of tight spreads on market reactions.
Growth in Energy Sector and Diversified Exposure
Opportunities and exposure in the energy sector are highlighted, encompassing E&P companies and integrated giants like Exxon and Chevron. Diversification within energy investments is emphasized to leverage value within the sector.
Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about Jamie Dimon's Annual Letter, and looks ahead to this week’s bank earnings. Ryan Fisher, Bloomberg BNEF EV Charging Team Leader, talks about how EV charging companies are finally turning a profit. Ann Berry, Founder and Managing Partner at Threadneedle, discusses the latest on the markets. Julie Fine, Bloomberg Texas Bureau Chief, discusses today’s solar eclipse in North America. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his market outlook.