Bloomberg Surveillance Staying Invested amid Market Risks
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Aug 19, 2025 Jim Caron, CIO at Morgan Stanley, discusses how markets are thriving despite tariffs and questions if risk concerns are overshadowing investment strategies. Doug Kass, founder of Seabreeze Partners, shares his insights on macroeconomic trends and the future of tech and AI, highlighting expectations around Fed rate cuts. Kristen Bitterly from Citi Global Markets provides a roadmap for long-term asset allocation, addressing investor anxieties amid current market risks. Together, they offer a compelling look at navigating today’s turbulent financial landscape.
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Earnings Breadth Is Improving
- Broadening earnings beats outside the top mega-cap winners are improving equity attractiveness.
- Jim Caron notes strong Q2 results and rising business investment that could support growth.
Manage For The Coupon
- In fixed income, focus on earning the coupon rather than expecting big price gains from duration.
- Jim Caron says yield (coupon) will likely be the main source of returns now.
Admitting Being Wrong Publicly
- Doug Kass candidly admits he has been bearish and often wrong since the market rise.
- He explains Seabreeze stayed net short but used risk management to produce positive monthly returns.