Surveillance: Weighing Equities with Kettner
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 January 2023
⏱️ 31 minutes
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Summary
Max Kettner, HSBC Chief Multi-Asset Strategist, says he's not 'massively bullish' on equities just yet. Jane Foley, Rabobank Head of FX Strategy, says we could get a 'slightly less dovish' Bank of Japan when Kuroda steps down as governor. Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, sees the market going sideways in 2Q. William McDonough, Elements Funds Founder, CEO & Lead Portfolio Manager, discusses Tesla ahead of its earnings.
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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. |
| 0:30.4 | On October 24th, join top technology leaders, business executives, innovators and entrepreneurs |
| 0:35.9 | in London for the Bloomberg Technology Summit. |
| 0:38.4 | How can unprecedented digitisation help solve global challenges? |
| 0:43.4 | Speakers from GraphCore's Siemens, Deliveroo and Aber Voyage, |
| 0:47.4 | will explore the rapid advance of AI and green technology |
| 0:50.8 | and delve into the escalation of cyber warfare and more. |
| 0:54.4 | Learn more at bloomberglive.com slash tech summit 2023. |
| 1:00.1 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 1:08.8 | along with Jonathan Ferrell and Lisa Abralwitz. |
| 1:12.1 | Daily, we bring you insight from the best, |
| 1:14.9 | an economics finance investment and international relations |
| 1:18.9 | find Bloomberg's surveillance, an Apple podcast soundcloud, |
| 1:22.9 | Bloomberg.com and of course, on the Bloomberg terminal. |
| 1:28.9 | Let's set this stage. We come into 2023, the consensus is pretty clear. |
| 1:32.8 | The first half's going to be tough, we've got to pay the bill |
... |
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