Bloomberg Surveillance
Bloomberg Surveillance TV: December 18, 2024
Dec 18, 2024
Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, shares insights on market trends and warns of a wave of policy proposals impacting investor confidence. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses her anticipation of increased market volatility. Anna Nikolayevsky, Founder of Axel Capital Management, highlights a consumer slowdown as people shift towards cost-saving measures, reiterating the challenges facing the technology sector and its implications for investment strategies.
26:41
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Quick takeaways
- Investment in U.S. infrastructure, while promising, presents inherent risks related to economic and regulatory challenges that demand careful analysis.
- The economic outlook for 2025 indicates potential stagflation, necessitating prudent investment strategies amid fluctuating inflation and growth indicators.
Deep dives
Impacts of Recent Infrastructure Legislation
Landmark infrastructure legislation recently passed is now poised for implementation, highlighting the need for effective deployment to improve the future of American infrastructure. The GlobalX U.S. Infrastructure Development ETF focuses on investing in companies that play a crucial role in this development, suggesting a strategic approach to capitalize on the upcoming projects. However, investing in infrastructure carries inherent risks, including potential economic and regulatory challenges that could affect the performance of these stocks. Investors are encouraged to be mindful of the associated risks and to analyze the fund's objectives and performance potential before committing capital.
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