Bloomberg Intelligence2 Okt 2023

Markets, Ukraine, and Higher Ed

Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi Tiedemann Global, discusses her outlook for markets in the US and globally and if the US can avoid recession. Reginald DesRoches, President of Rice University, joins to discuss higher education, student loans, acceptance rates, and other issues involving American universities. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, joins to discuss his market outlook and sectors he likes for the rest of 2023. Ed Price, Senior Fellow at NYU and Principal at Ergo, joins to talk about the war in Ukraine and geopolitical risks. Ivana Delevska, founder and CIO at Spear Invest, joins to talk about investing strategies and outlook for markets. Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, joins to give her market analysis and her role at DWS.

Hosted by John Tucker, Bailey Lipschultz and Carol Massar.

See omnystudio.com/listener for privacy information.

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