Surveillance: This Is The New Normal, Amoa Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 September 2019
⏱️ 27 minutes
🧾️ Download transcript
Summary
Diana Amoa, JPMorgan Asset Management Senior Portfolio Manager, argues that this low interest rate environment is the "new normal." Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says trade tensions and fiscal stimulus are both core components of global growth. Thomas Raines, Chatham House Head of Europe Programme, defines the Boris Johnson versus Nigel Farage Brexit-voters. And Wei Li, Blackrock Head of iShares EMEA Investment Strategy, says they've recently upgraded European equities from underweight to neutral.
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| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
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| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the |
| 0:56.4 | Bloomberg. |
| 0:57.4 | Why don't you bring in our esteemed guests? |
| 1:00.0 | Her children are still out there. |
| 1:01.0 | They couldn't get home from school yesterday. |
| 1:03.0 | Diana is great to have you with us. |
| 1:04.1 | Diana and Moa, J.P. Morgan Asset Management, senior portfolio manager. |
| 1:08.0 | I won't start with the politics, I want to focus with the markets. |
| 1:10.6 | This morning we had a really ugly German business confidence read, not on the |
| 1:15.0 | current situation, but on expectations of what was about to come. The data really isn't stabilizing |
| 1:21.8 | in Europe, Diana. What's your read on things at a moment? |
| 1:24.0 | I think we're almost at the point where we're moving on to the second act of this weakness in Europe, |
| 1:29.0 | where the first bitter weakness we saw last year was being blamed on all sorts of supply side constraints on trade wars or |
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