Surveillance: Buying Opportunity with Slimmon
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 February 2022
⏱️ 30 minutes
🧾️ Download transcript
Summary
Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, explains why he sees a buying opportunity in the current market. Jeffrey Sachs, Columbia University Economics Professor and Sustainable Development Center Director, says he is unimpressed with diplomacy of Biden administration in dealing with Russia. Winnie Cisar, Creditsights Global Head of Credit Strategy, explains why she like the belly of of the investment-grade curve. Tina Fordham, Avonhurst Head of Global Political Strategy, doesn't expect to see a de-escalation between Russia and Ukraine.
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Transcript
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| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
| 0:05.0 | Whatever you see at PGM, we can help you rise to the challenges of today |
| 0:10.0 | when active investing and disciplined risk management are needed most. |
| 0:14.0 | Drawing on deep expertise across the world's public and private markets |
| 0:18.0 | in pursuit of long-term returns. |
| 0:21.0 | Our investments shape tomorrow today. |
| 0:24.0 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.0 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 0:39.0 | along with Jonathan Ferrell and Lisa Abramowitz. |
| 0:42.0 | Daily, we bring you insight from the best, |
| 0:45.0 | an economics finance investment and international relations |
| 0:49.0 | to find Bloomberg's surveillance, an Apple podcast suncloud, |
| 0:53.0 | Bloomberg.com, and of course, on the Bloomberg terminal. |
| 0:59.0 | I want you to stop and pause folks because what is important |
| 1:03.0 | buried in the Bloomberg terminal and of great use is the track record of people. |
| 1:08.0 | He is in the 97th percentile of three-year performance. |
| 1:12.0 | And in last year's tombalt, defeated the Standard Imports 500 |
| 1:16.0 | by what's called 731 basis points. |
| 1:20.0 | That's 7% plus outperformance of SPX. |
| 1:24.0 | He is so alone. |
| 1:26.0 | Well, he has time to come on with us. |
| 1:28.0 | Andrew Slimen joins Senior Portfolio Manager at Morgan Stanley. |
... |
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