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Transcripts For BLOOMBERG Whatd You Miss 20240712

Caroline still with us, anna barton. You were saying that really at the moment, the risk on nature is there in the market. Was it right to be . I wanted to talk about technology but it seems to fail me and i needed it. An investor who is sick exposure in a passive way should be aware of. Five isosure to top over 20 . How stocks have already outperformed and are trading at a premium. I think ultimately what you were alluding to is growth is the ultimate structural winner. I dont mean it as a style call. The names that have seen higher levels today, they can continue to do well irrespective of that cyclical recovery we are looking for because they are enabling that next leg of growth. We can talk more about the industries that we like. I think that is the ultimate decision that investors have to make, assess the and growth opportunities. Basise on an individual individual basis, we are looking at a huge percentage of stocks above the key shortterm and mediumterm averages. Here is one exa ....

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