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Access to Alpha episodes
- A New U.S. Administration, Tariffs and the Emergence of a Lower-Cost AI
Liridon Gila, CFA, Portfolio Manager, discusses how tariffs and a new lower-cost AI technology could lead to increased market volatility. He also details how a pro-growth Trump administration, the Fed’s easing cycle and current extreme relative valuations could also lead to a continued market broadening.
5 min - Drivers of Potential Market Volatility in 2025
Anthony Brooks, Portfolio Manager, breaks down the 4Q24 markets and discusses why macro uncertainty and a rotation away from the Magnificent 7 could heighten volatility in 2025.
4 min
About Access to Alpha
From the publisher's feed
Welcome to the Access to Alpha podcast series from Advisors Asset Management where we provide exclusive market insights and timely commentary from our portfolio managers and strategic partners.