Bloomberg Talks
BlackRock's Kate Moore and Jared Woodard of BofA Securities Talk Markets
Dec 19, 2023
Kate Moore from BlackRock and Jared Woodard from BofA Securities discuss current market conditions, potential disappointment in the future, sectors favored for investment (technology, discretionary), benefits of investing in higher-quality companies with strong balance sheets, potential opportunity in Asian equities, and caution about inflation risks and election year impacts. The speakers also delve into Federal Reserve speakers' perspectives on rate cuts, expectations for growth and equities in 2024, and the importance of focusing on earnings fundamentals.
11:30
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Quick takeaways
- Investors are cautioned about the current state of the market and advised to consider alternative positioning for next year.
- It is suggested to invest in high-quality companies that can withstand inflation and to consider other sectors like financials, energy, and Asian equities.
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