Katerina Simonetti, a Senior Portfolio Manager at Morgan Stanley Private Wealth Management, shares her insightful market outlook for 2025. She leans towards bonds over stocks, emphasizing the importance of risk management and balanced portfolios. Katerina discusses the influences of Federal Reserve policies and inflation on asset allocation. She also dives into the evolving role of cryptocurrency in investment strategies, advocating for careful selection of defensive equity sectors based on earnings and valuations.

In a fascinating discussion, Katerina Simonetti, a senior portfolio manager at Morgan Stanley, shares her insights on navigating investment strategies as the market braces for change heading into 2025. Dr. Ellen Wald, a senior fellow at the Atlantic Council, analyzes the complex dynamics of the oil market amidst geopolitical tensions and the looming threat of Trump-era tariffs impacting global trade. They highlight the necessity for companies to adapt supply chains and the potential implications on energy policies and inflation.

Beth Hammack, Vincent Piazza, and Katerina Simonetti discuss Cleveland Fed's new president, ConocoPhillips acquiring Marathon Oil, and market outlook. Topics include Wall Street hires at the Fed, energy sector M&A, and navigating volatile markets.