Bloomberg Surveillance Equities Price in Volatility
Feb 5, 2025
Julian Emanuel is the Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, while Mona Mahajan is the Senior Investment Strategist at Raymond James. They discuss the current equity bull market and insights into potential volatility driven by earnings slowdowns and political uncertainty. Market sentiment remains optimistic despite recent tumult. Additionally, they explore the impact of inflation and rapid tech adoption on investing strategies, emphasizing the need for diversification amidst global competition and economic uncertainties.
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Alternative Investments at Edward Jones
- Edward Jones clients primarily focus on equities and bonds.
- High-net-worth clients are exploring diversification into alternative investments.
Move to London and Thematic ETFs
- Amanda Rebello is moving to London to leverage global investor expertise.
- DWS X-Trackers aims to bring thematic expertise to the U.S. ETF market.
ETF Market Growth
- The global ETF market crossed $10 trillion in AUM and $1 trillion in flows.
- ETFs now rival FX daily volumes, demonstrating significant growth.