Surveillance: Higher Equities Base Case with Koesterich
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 31 January 2022
⏱️ 28 minutes
🧾️ Download transcript
Summary
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says BlackRock's Base Case is still for equities to move higher. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says to buy the dip on some technology stocks. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says they are being more cautious in their approach to risk-taking. George Friedman Geopolitical Futures Founder & Chairman, says Vladimir Putin is more interested in splintering NATO than invading Ukraine. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says we're approaching the moment where we're going to see Covid start to fade into the background.
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Transcript
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| 0:00.0 | What's on the horizon for financial markets? |
| 0:03.6 | At PGM, it's a question that over 1,400 investment professionals relentlessly research |
| 0:09.7 | in pursuit of your long-term goals. |
| 0:12.8 | Specialized across asset classes, but united in collaboration, |
| 0:17.1 | our teams provide global and local expertise. |
| 0:20.7 | Our investments shape tomorrow, today. |
| 0:24.1 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.0 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 0:38.9 | along with Jonathan Farrell and Lisa Abramowitz. |
| 0:42.2 | 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. |
| 0:57.7 | Let's talk about this equity market with Russ Kostrick, |
| 1:01.7 | the portfolio manager, for the global allocation fund at BlackRock. |
| 1:04.7 | Russ, your words are based cases, equities, and the year higher. |
| 1:07.7 | What's the base case based on, Russ? |
| 1:10.7 | Good morning, John. |
| 1:11.7 | I think the base case is pretty simple, |
| 1:13.7 | but we're in an environment where the economy is slowing. |
| 1:16.7 | That's one of the tricky parts. |
| 1:17.7 | But nominal GDP, real growth plus inflation, |
... |
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