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01:13
Oppenheimer’s Stoltzfus Makes Bullish 2024 Year-End Target
John Stoltzfus, chief investment strategist at Oppenheimer Asset Management, tells Bloomberg TV his expectations for monetary policy and equities in the year ahead.
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06:35
The ETF Show - What's Behind the Spike in Volatility
Mark Carver, Managing Director and Global Head of Equity Factor Products at MSCI, reflects on the macro backdrop and unpacks the market rotation we are experiencing. He also covers what he is hearing from clients and the relatively strong flows into equities, including value and quality investments.
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06:46
Our insights on investing in artificial intelligence
In this video three of our technology portfolio managers share their insights on AI investing. They cover its history, explain what it is, how it’s currently being used and how it’s evolving. In addition, our managers discuss AI’s global economic impact and where the opportunities lie. They caution against the hype surrounding AI, and recommend focusing on long-term secular winners.
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01:53
Fidelity: China Stocks Remain ‘Top Call’
As forecasters slash growth estimates for China amidst weakness in the property sector, many investors have turned bearish on the world’s second-largest economy. But according to Fidelity International Director Catherine Yeung, they may be missing one of the most attractive buying opportunities in years. Speaking on Bloomberg Daybreak: Asia, Yeung made the case for Chinese equities, arguing that from a valuations perspective, the bad news appears to have already been priced in.
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08:06
Mercer Global Investment Chief Talks Jackson Hole, Big Tech & China
Mercer Global Chief Investment Strategist Rich Nuzum joins Gillian Kemmerer on the floor of the New York Stock Exchange ahead of the NVIDIA earnings release to discuss big tech's role in the equity bull market, the upcoming Jackson Hole Symposium, rising yields on the 10-year U.S. Treasury and his outlook for China.