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  • Allspring’s Patel Thinks Handful of Stocks...
    00:47

    Allspring’s Patel Thinks Handful of Stocks...

    Margie Patel, senior portfolio manager at Allspring Global Investments, tells Bloomberg TV that income-oriented investors can still own big tech. She explains why that could matter in 2024.

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  • J.P. Morgan Asset Management Launches Two...
    00:49

    J.P. Morgan Asset Management Launches Two...

    J.P. Morgan Asset Management announced the debut of two active ETFs: JTEK and JDOC. We share more on these two funds that focus on leaders in the healthcare and technology space.

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  • Meet the RIA: Performance Wealth
    06:51

    Meet the RIA: Performance Wealth

    Grace Salvino, Wealth Manager at Performance Wealth, shares more about the RIA’s history, its mission to educate the next generation on finance, and why the firm feels it’s so critical to take a long-term view of investing.

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  • Retirement Planning & The Biggest Trends...
    07:15

    Retirement Planning & The Biggest Trends...

    Jamie Hopkins shares more about his new role leading wealth at Bryn Mawr Trust, adaptive based retirement, the impact of the budding long term care crisis, and some of the key themes he will be monitoring in the new year.

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  • Envestnet: Don’t Bet on a Stuck Landing
    01:26

    Envestnet: Don’t Bet on a Stuck Landing

    Envestnet Chief Investment Officer Dana D’Auria joins Bloomberg Daybreak to discuss the whiplash in markets regarding a goldilocks scenario.

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  • Citadel CEO Ken Griffin Calls for Recession...
    01:15

    Citadel CEO Ken Griffin Calls for Recession...

    We will likely see a recession in the second quarter of next year, Citadel CEO Ken Griffin tells Bloomberg TV. He shares some key considerations for investors.

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