1 hr. ago
Transcript:
Caroline Woods:
Joining us now is Anastasia Amoroso, managing director chief investment strategist at partners Group. Anastasia, great to have you on your first time here.
Anastasia Amoroso:
Yes. Happy to be here.
Caroline Woods:
So great to have you. So let's kick things off by getting your kind of overall market view. You know we are looking at green arrows across the board today. The S&P 500 less than 2% away from all time highs. Is this market on solid footing or are investors getting a little too comfortable?
Anastasia Amoroso:
No, I think it is, broadly speaking. And when I look at the economy, I see many pillars of support they're building for this economy. It used to be that maybe you could rely on the corporation or your hyperscale or consumer, but now we have all of those things working for us. For example, when you look at consumption, it is still up nicely year over year, even though we did give a little bit of it back in July post the World Cup, I should say.
#amoroso
Caroline Woods:
Joining us now is Anastasia Amoroso, managing director chief investment strategist at partners Group. Anastasia, great to have you on your first time here.
Anastasia Amoroso:
Yes. Happy to be here.
Caroline Woods:
So great to have you. So let's kick things off by getting your kind of overall market view. You know we are looking at green arrows across the board today. The S&P 500 less than 2% away from all time highs. Is this market on solid footing or are investors getting a little too comfortable?
Anastasia Amoroso:
No, I think it is, broadly speaking. And when I look at the economy, I see many pillars of support they're building for this economy. It used to be that maybe you could rely on the corporation or your hyperscale or consumer, but now we have all of those things working for us. For example, when you look at consumption, it is still up nicely year over year, even though we did give a little bit of it back in July post the World Cup, I should say.
#amoroso
