Anastasia Amoroso

Seema Shah, Chief Global Strategist at Principal Asset Management, discusses the potential for a quarter-point interest rate cut and its impacts on U.S. markets amidst slowing job growth. Anastasia Amoroso, Chief Investment Strategist at Partners Group, highlights the equity rally fueled by favorable trends in private markets and the lowest Treasury yields in months. Both guests analyze the challenges facing global economies and U.S. market dynamics, while exploring the balance between investor optimism and persistent inflation risks.

Anastasia Amoroso, Chief Investment Strategist at Partners Group, discusses the resilience of private markets and the evolving landscape of AI investments. John Mowrey, CIO at NFJ, shares valuable insights on navigating inflation and exploring opportunities beyond big tech. They emphasize the importance of upcoming Federal Reserve decisions and labor market trends, while highlighting potential growth in diverse sectors like healthcare and regional banks. The conversation promises a blend of expertise for investors looking to adapt to a shifting economic environment.

Jamieson Greer, U.S. Trade Representative, shares insights on trade agreements with China, the EU, and a TikTok deal. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, projects a bullish equities outlook for 2026, linking it to earnings and liquidity evolution. Meanwhile, Anastasia Amoroso, Chief Investment Strategist at Partners Group, argues for continued investment in AI, emphasizing its growing adoption and productivity benefits. Together, they tackle the intricate balance of trade policies, market forecasts, and the future of tech investments.

Mike Wilson, Chief US Equity Strategist at Morgan Stanley, shares insights on the equity rally and volatility expectations for 2025. Anastasia Amoroso, Chief Investment Strategist at Partners Group, discusses the potential of private investments and their market approach, referencing changes in pricing transparency. Steve Auth, CIO of Federated Hermes, examines the soft-hard data gap and its implications for the equity outlook. Together, they unpack strategies for navigating uncertainty while revealing intriguing predictions about market dynamics and equity performance.

Adam Parker, Founder of Trivariate Research, dives into equity market outlooks, emphasizing sector rotation and achievable earnings estimates. Anastasia Amoroso, Managing Director and Chief Investment Strategist, highlights a resurgence in private markets and the impact of AI on productivity with minimal layoffs so far. Meanwhile, Brandon Gomez, a CNBC cannabis reporter, discusses the potential federal reclassification of cannabis, revealing how changes might open new avenues for investment in the industry.