Surveillance: Outlook For Manufacturing Isn't Great, Amoa Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 November 2019
⏱️ 23 minutes
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Summary
Diana Amoa, JPMorgan Asset Management Senior Portfolio Manager, says a lot of the concerns about global growth that were weighing on sentiment have been priced out of the market. Neil Shearing, Capital Economics Group Chief Economist, says we are in a new era of structurally weaker growth in emerging and developed markets. Francisco Blanch, Bank of America Head of Global Commodities & Derivatives Research, says America's energy boom has boosted U.S. immunity to the trade war with China. And Geetha Ranganathan, Bloomberg Intelligence U.S. Media Analyst, says Disney+ is the linchpin for Disney's direct-to-consumer strategy.
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| 0:00.0 | Join us in New York on November 29th for the Bloomberg Canadian Finance Conference, |
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| 0:56.1 | on the Bloomberg. |
| 0:57.1 | A massive shift in sentiment over the last couple of months. |
| 1:00.0 | Bank of America are out with the latest fund manager survey for the month of November, Michael Hartnett of Bank of America out with the latest Fund Manager survey for the month of November, |
| 1:03.3 | Michael Hartnard of Bank of America saying, the balls are back, |
| 1:06.7 | global recession concerns vanish and the fear of missing out prompts wave of optimism |
| 1:11.4 | and jumping exposure to equities and cyclicals. |
| 1:14.3 | What and get on that I'm pleased to say joining us on the phone, Diana Amoa, |
| 1:17.2 | JP Morgan Asset Management, senior portfolio manager. |
| 1:20.6 | Diana, what do you make of that massive shift in sentiment over the last couple of months? |
| 1:25.8 | Yeah, I think the Bommel guys are probably right in that we have seen a big shift in recession fears. |
| 1:32.3 | So a lot of the concerns around... big shift in recession fears. |
| 1:32.6 | So a lot of the concerns around global growth that had been weighing on sentiment |
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