EPISODE · Nov 8, 2024 · 22 MIN
AMI Asset Management Investment Perspective Episode #3 - 11/8/2024
from AMI Asset Management Investment Perspective · host AMI Asset Management
In this week's podcast, we discuss the major market events of the past week, including the recent Fed rate cut and the impact of Trump's election on various sectors such as healthcare, tech, consumer, industrials, utilities, and energy. We also explore the recent rise in rates, what’s driving it, and why the equity market may be looking past this traditional headwind.
What this episode covers
In this week's podcast, we discuss the major market events of the past week, including the recent Fed rate cut and the impact of Trump's election on various sectors such as healthcare, tech, consumer, industrials, utilities, and energy. We also explore the recent rise in rates, what’s driving it, and why the equity market may be looking past this traditional headwind.
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AMI Asset Management Investment Perspective Episode #3 - 11/8/2024
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