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00:55
Tema Launches Two ETFs Focused on Curing Cancer & Global Royalties
Tema announced the addition of two new actively managed thematic ETFs: the Oncology ETF (CANC) and Global Royalties ETF (ROYA). CEO Maurits Pot weighs in on why oncology is “the biggest biotech megatrend” and ways that global royalties can “deliver equity-like returns with contractually supported income.”
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01:46
Mirae: Rate Cuts Are a Second-Half 2024 Story
Investors need to temper their expectations for rate cuts according to Rahul Chadha, Chief Investment Officer of Mirae Asset Global Investments. Speaking on Bloomberg Markets earlier today, he pointed to labor strikes around the world and sticky wages as headwinds for Central Bankers in the near to medium term.
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10:45
Peter Tuchman Talks Structural Shifts in the Global Economy
In the latest episode of View From The Floor, Peter Tuchman, Senior Floor Trader at Trade Mas, joins Gillian Kemmerer to discuss where we are in the current rate cycle, the pitfalls of tired data in the new economy and more.
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01:23
Jefferies: China Headlines Worse Than Reality
Reports of China's economic downturn have been exaggerated in the West according to Jefferies Global Head of Equity Strategy Chris Wood, who sees a short-term buying opportunity as investors take flight. Speaking from the Jefferies Asia Forum, Wood doubled down on India, which he called his favorite Asian market for the past two decades.
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01:36
iCapital: Pullbacks Could Entice Investors Looking to Get Back into Markets
iCapital Chief Investment Strategist Anastasia Amoroso thinks the economy is still showing a lot of strength, so she doesn’t expect to see a severe correction or recession this year. However, she says pullbacks are probable and could be enticing for investors looking to get back into the markets.
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02:19
Morgan Stanley: U.S. Economy Cooling Off, Not Cold
Morgan Stanley Chief Global Economist Seth Carpenter says that a soft landing remains the most likely outcome for the U.S. economy. Speaking with Tom Keene on Bloomberg Surveillance, Carpenter added that while more drag from monetary policy is likely to slow the market in the months ahead, recession is still not the base case scenario.
