Surveillance: Market Opportunities With Wilson
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 22 February 2021
⏱️ 31 minutes
🧾️ Download transcript
Summary
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says this year will be all about the relative vs. absolute performance of stocks. Megan Greene, Harvard Kennedy School Senior Fellow, says the ideas of potential growth and economic equilibrium might be antiquated. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says there is some evidence that the new variants may be more lethal, but it doesn't change the fundamental epidemiology of the virus. Diana Amoa, JPMorgan Asset Management Senior Fixed Income Portfolio Manager, says liquidity is not an issue right now.
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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. |
| 0:30.2 | Join us in New York on November 2 for the Bloomberg Technology transformation |
| 0:34.1 | and the Strategic Sea Suite event. |
| 0:36.3 | Join CFOs and senior leaders in corporate finance and operations |
| 0:39.9 | for special evening briefing to discuss the sea suite's increasingly strategic role |
| 0:44.2 | in their organization's technology transformation. |
| 0:47.2 | Companies participating include Navistar, City, |
| 0:50.0 | Highmark Health, TDBag, UPS, and many more. |
| 0:53.3 | This program is proudly sponsored by IBM. |
| 0:55.9 | Register at BloombergLive.com slash transformation slash radio. |
| 1:26.7 | Right now, a joy to have Michael Wilson with this. |
| 1:31.5 | Michael Wilson with Midwest academics out of Michigan and Northwestern Legendary at Morgan Stanley. |
| 1:36.4 | And he joins us now for an update. |
| 1:39.2 | I love what you say, Michael Wilson, about the alpha in the beta. |
| 1:42.7 | This is not options, dynamics, folks, delta gamma, |
| 1:45.8 | all the other Greek molarky. |
... |
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