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.

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.

Anastasia Amorosa, Chief Investment Strategist at Partners Group, analyzes market trends and predicts a year-end rally, while discussing the impact of labor market shifts and AI layoffs. Ben Miller, CEO of Fundrise, shares insights on democratizing private investing and the strong performance of their venture fund. Michael Morris from Guggenheim provides a critical look at Disney's mixed quarterly results and its streaming strategy, debating the future of the media giant amidst market pressures.

Anastasia Amoroso, Chief Investment Strategist at Partners Group, dives into the impacts of AI on job markets and productivity. She highlights the Federal Reserve's looming rate cuts amidst a weakening labor market while exploring the potential for the S&P 500 to reach 7000. Anastasia discusses investment strategies in private markets and the significance of monitoring AI developments closely. She warns that setbacks in AI revenue or unexpected labor shifts could derail market optimism. Key sectors like financials and healthcare are also spotlighted for growth opportunities.