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Ategenos Capital’s Amy Magnotta on the Magnificent 7, Where the Alpha Is, and The Future of Asset Management

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Manage episode 389249897 series 2570074
Indhold leveret af Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Amy Magnotta brings her expert take on the state of equity markets to the pod as we approach 2024. The Co-Chief Investment Officer at Ategenos Capital sheds light on everything from the fed's stance on interest rates, alpha drivers and the promising outlook for Japan, and potential tailwinds from the U.S. Infrastructure Investment and Jobs Act. As 2024 looms as a “spicy” election year, Amy shares her strategies for navigating these politically choppy waters. Recorded December 5, 2023.

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100 episoder

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Manage episode 389249897 series 2570074
Indhold leveret af Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ronan Ryan, John Ramsay, Ronan Ryan, and John Ramsay eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Amy Magnotta brings her expert take on the state of equity markets to the pod as we approach 2024. The Co-Chief Investment Officer at Ategenos Capital sheds light on everything from the fed's stance on interest rates, alpha drivers and the promising outlook for Japan, and potential tailwinds from the U.S. Infrastructure Investment and Jobs Act. As 2024 looms as a “spicy” election year, Amy shares her strategies for navigating these politically choppy waters. Recorded December 5, 2023.

  continue reading

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