Co-CIO Greg Jensen joins Bloomberg’s “Open Interest” to share his thoughts on several of the biggest topics in markets and economies, including the differential opportunities created by the global tightening cycle, how increased productivity is needed to reconcile bond and equity pricing, and the impact of rising populism on government deficits. Greg also discusses the risks related to the US election, the implications of potential policy changes in a second Trump administration, whether we are in an AI bubble, and our in-house AIA Labs business. Performance is estimated through June 30, 2024. Past results are not necessarily indicative of future results. Investment strategies that utilize AI are subject to certain additional types of risk, described here: |
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