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19.11.2025 13:36
19.11.2025 13:52
Equities Pullback Is Liquidity-Driven, Schroder CIO Says Patrick Brenner, CIO of multi-asset at Schroder Investment Management, says the recent pullback in equities is tied to liquidity and that he remains positive on markets. 揟hose US large cap, high quality tech names actually have been holding up pretty well, Brenner explains on Bloomberg Television. 揊or us, this is kind of indicating that this is probably more liquidity driven than fundamentally driven.

19.11.2025 14:00
Odd Lots: The Politics of AI Are About to Explode (Podcast) AI wasn抰 much of a topic in the 2024 election. But it will almost certainly be big in 2028, and probably even the 2026 midterms. There are concerns about all the money being spent and whether a federal backstop or bailout will be necessary one day. There are the concerns about energy use and electricity prices. There are concerns about labor displacement. And there are concerns about whether we can trust AI outputs. Already we see numerous politicians lining up against AI in one way or another.