Surveillance: Higher Equities Base Case with Koesterich
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Show Notes
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says BlackRock's Base Case is still for equities to move higher. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says to buy the dip on some technology stocks. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says they are being more cautious in their approach to risk-taking. George Friedman Geopolitical Futures Founder & Chairman, says Vladimir Putin is more interested in splintering NATO than invading Ukraine. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says we're approaching the moment where we're going to see Covid start to fade into the background.
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