Surveillance: Equity Caution with Wei Li
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 February 2023
⏱️ 30 minutes
🧾️ Download transcript
Summary
Wei Li, BlackRock Global Chief Investment Strategist, says equity markets are not appreciating the macro challenges ahead. David Page, AXA Investment Managers Head of Macro Research, thinks we could see an asynchronistic recession. Saira Malik, Nuveen Chief Investment Officer, explains why she thinks emerging markets look attractive. Ken Leon, CFRA Director of Equity Research, doesn't expect Goldman Sachs to be making any big acquisitions.
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| 1:34.3 | you for being with us here in New York City. You came into this year conserved of |
| 1:38.0 | equities. The equity market rally. You stayed conservative on equities. The |
| 1:41.7 | equity market started selling off. You're still cautious. Can you walk us through why? |
| 1:45.4 | I have no clue just to add to your own pie. No, we can go to the months after. |
| 1:48.8 | That works perfectly. |
| 1:50.0 | But the reason that we're cautious on equities is really that if you look at where valuations |
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