Surveillance: International Stocks with Arnott
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 February 2023
⏱️ 35 minutes
🧾️ Download transcript
Summary
Rob Arnott, Research Affiliates Chairman, explains why he likes international value stocks. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we are moving closer to stagflation. Jay Bryson, Wells Fargo Chief Economist, thinks it is all about the Fed for the foreseeable future. Libby Cantrill, PIMCO Public Policy Director, discusses the current state of US-China relationship.
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| 0:00.0 | Bonds are back. |
| 0:03.5 | And so is all the credit. |
| 0:05.1 | PGM Fixed Incomes Monthly Podcast Series. |
| 0:07.9 | From the latest trends to long-term perspectives, you'll get timely fixed income insights from |
| 0:12.1 | leading economists, research analysts, and investment professionals, whether you're new |
| 0:16.5 | to bonds or a seasoned investor, tune in to all the credit wherever you get your podcasts. |
| 0:21.6 | This podcast is intended solely for professional investor use. |
| 0:24.3 | Performance is not a guarantee of future results. |
| 0:54.3 | And this week today on Apple, Spotify, or wherever you get your podcasts. |
| 1:05.5 | This is the Bloomberg surveillance podcast I'm Tom Keane, along with Jonathan Farrow and |
| 1:10.2 | Lisa Abramowitz join us each day for insight from the best and economics geopolitics, finance |
| 1:16.3 | and investment, subscribe to Bloomberg surveillance on demand on Apple, Spotify, and anywhere |
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| 1:29.4 | business app. |
| 1:30.4 | Robert Nott is absolutely unique out of the University of California at Finn, Kiddlin, |
| 1:36.2 | also called Santa Barbara. |
| 1:38.6 | He did one of the hardest things you can do in research. |
| 1:42.4 | He did brilliant research and then kept doing it. |
| 1:46.3 | That is an extremely rare commodity in the rack at the sage chairman of research affiliates. |
| 1:52.7 | Barely describes his contribution to the chartered financial analyst program and to thinking |
| 1:58.8 | out there about what to do and what not to do. |
| 2:02.8 | Robert Nott, thank you so much. |
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