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Reaction to the Fed's Rate Cut
Bloomberg Surveillance
Embrace the Power of AI and Infrastructure
Focus on two major equity themes—artificial intelligence and infrastructure—as key drivers in investment strategies. These themes are expected to have longevity, despite potential fluctuations influenced by political factors in infrastructure. Adapting portfolios to these themes can lead to promising opportunities in a dynamic economic landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode