Surveillance: Too Early To Get Bearish, Slimmon Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 December 2021
⏱️ 35 minutes
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Summary
Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says it is way too early to get bearish. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says getting only a mild illness from Covid-19 is a victory for vaccines. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says growth is going to continue to be important for equity markets. Neil Dutta, Renaissance Macro Research U.S. Economic Research Head, says the Fed could hike four times next year without being hawkish.
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Transcript
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| 0:00.0 | Bonds are back. |
| 0:03.3 | And so is all the credit. |
| 0:05.0 | PGM Fixed Incomes Monthly Podcast Series. |
| 0:07.6 | From the latest trends to long-term perspectives, |
| 0:10.1 | you'll get timely fixed income insights |
| 0:12.0 | from leading economists, research analysts, |
| 0:14.4 | and investment professionals. |
| 0:16.0 | Whether you're new to bonds or a seasoned investor, |
| 0:18.4 | tune in to all the credit wherever you get your podcasts. |
| 0:21.4 | This podcast is intended solely for professional investor use. |
| 0:24.0 | Past performance is not a guarantee of future results. |
| 0:30.4 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 0:39.0 | along with Jonathan Ferrell and Lisa Abramowitz. |
| 0:42.3 | Daily, we bring you insight from the best, |
| 0:45.1 | an economics, finance, investment, |
| 0:47.3 | and international relations to find Bloomberg's surveillance, |
| 0:50.9 | an Apple podcast, SunClaude, Bloomberg.com, |
| 0:54.1 | and of course, on the Bloomberg terminal. |
| 0:56.6 | Let us talk to Andrew Slimman, a senior portfolio manager |
| 1:02.2 | at Morgan Stanley Investment Management, |
| 1:04.2 | about his outlook. |
| 1:05.2 | As we head into 2022, what strategy looks appropriate to him? |
... |
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