Surveillance: Growth Snap Back with Golub

Bloomberg Surveillance

Bloomberg

News, Business News, Investing, Business

3.8 • 1.2K Ratings

🗓️ 20 January 2023

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jonathan Golub, Credit Suisse Chief US Equity Strategist & Head of Quantitative Research, thinks growth snaps back this year. Andrew Hollenhorst, Citibank Global Markets Chief US Economist, fears the Fed has not yet done enough. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, thinks "higher for longer" could be the Fed's new "transitory." Anwiti Bahuguna, Columbia Threadneedle Head of Multi-Asset Strategy & Senior Portfolio Manager, explains why she is nervous about credit.

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Transcript

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0:00.0	What do you see on the horizon? Uncertainty or opportunity?
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0:30.0	On October 24th, join top technology leaders, business executives, innovators and entrepreneurs
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0:38.0	How can unprecedented digitisation help solve global challenges?
0:43.0	Speakers from GraphCore, Siemens, Deliveroo and Aber Voyage
0:47.0	will explore the rapid advance of AI and green technology
0:50.0	and delve into the escalation of cyber warfare and more.
0:54.0	Learn more at bloomberglive.com slash tech summit 2023.
1:00.0	Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane,
1:08.0	along with Jonathan Ferrell and Lisa Abralwitz.
1:12.0	Daily, we bring you insight from the best,
1:15.0	an economics finance investment and international relations
1:19.0	to find Bloomberg's surveillance, an Apple podcast suncloud,
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1:29.0	This is important.
1:30.0	It is that every equity strategist has a certain style.
	...

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