Bloomberg Surveillance TV: December 1st, 2025

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 1 December 2025

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Alastair Pinder, Global Equity Strategist at HSBC
Ian Harnett, Chief Investment Strategist at Absolute Strategy Research
Amanda Lynam, Head of Macro Credit Research at BlackRock
Sen. Bill Cassidy, (R) Louisiana

Alastair Pinder, Global Equity Strategist at HSBC, discusses how AI will drive both equities and credit in the new year. Ian Harnett, Chief Investment Strategist at Absolute Strategy Research, shares the six macro risks he sees shaping investment strategy in 2026. Amanda Lynam, Head of Macro Credit Research at BlackRock, shares her outlook for the private credit space. Republican Senator Bill Cassidy of Louisiana joins for an extended discussion on what Black Friday spending says about the state of the US consumer.

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Transcript

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0:00.0	Is passive investing costing you more than you think?
0:02.8	Active ETFs aim to beat the benchmark, while passive ETFs just settle for them.
0:07.6	Embrace an active strategy that helps you build stronger portfolios.
0:11.5	Invest with a global leader in active fixed income ETFs with JPMorgan Asset Management.
0:17.4	Visit jp.morgon.com slash get active to learn more. JPMorgan Asset Management is the brand name for the
0:23.5	asset management business of JPMorgan Chase & Co and its affiliates worldwide. This communication
0:28.4	is issued by JPMorgan Distribution Services Incorporated, member of FINRA.
0:33.8	So what will Rachel Reeves' pivotal new budget mean for you?
0:38.0	Has an innovative think tank just come up with a solution for replacing stamp duty?
0:42.6	Hello, I'm Steph McGovern.
0:44.3	And I'm Robert Peston.
0:45.5	And we wanted to recommend you.
0:47.4	Our podcast, The Rest is Money, where we answer questions like these to try and make sense of the UK's economy.
0:53.5	Look, we get it.
0:54.3	You're a discerning sort of person.
0:56.6	You're a Bloomberg listener, after all.
0:58.7	So we're not going to waste your time.
1:00.4	Here's why it's worth you searching for the rest is money in your podcast app or watching
1:04.8	us on YouTube.
1:05.8	Twice a week, the rest is money tells you everything you need to know about the money matters
1:10.8	affecting all our lives.
1:12.4	Fiscal and monetary policy, housing, immigration, even the High Street.
	...

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