Latest news with #AnastasiaAmoroso
Bloomberg
7 days ago
- Business
- Bloomberg
Single Best Idea: Schiller & Amoroso
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wendy Schiller & Anastasia Amoroso Watch Tom and Paul LIVE every day on YouTube:
Bloomberg
7 days ago
- Business
- Bloomberg
Bloomberg Surveillance: Tariffs and Nvidia
Watch Tom and Paul LIVE every day on YouTube: Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney May 29th, 2025 Featuring: 1) Anastasia Amoroso, Chief Investment Strategist at iCapital, joins to talk about a resilient US economy and momentum in markets in spite of Washington uncertainty. After a US court blocked the bulk of President Donald Trump's import tariffs, it led to widespread gains in risk assets and lifted investor sentiment. 2) Dan Ives, Global Head: Technology at Wedbush Securities, reacts to Nvidia earnings and discusses the outlook for the company and Big Tech. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole computer systems to speed up AI deployment. 3) Andrew Gilbert, Partner at ECP, joins to discuss demand for AI data centers and the immense growth opportunity following another Nvidia earnings. Nvidia's CEO Jensen Huang is concerned about US trade restrictions on China hindering the company's long-term growth, and is appealing to the Trump administration to allow chip production for China again. 4) Wendy Schiller, professor at Brown University, discusses the latest DC headlines and how a US court blocking President Trump's tariff policy could affect his presidency and potentially his legacy. A US court has blocked many of President Trump's tariffs on imports from dozens of countries, declaring them illegal and throwing his tariff strategy into turmoil. 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Paramount's relationship with the White House and Bloomberg's story on how AI is impacting hiring at Salesforce.
CNBC
28-04-2025
- Business
- CNBC
Macroeconomic backdrop won't give investors clarity, says New York Life Investments' Lauren Goodwin
iCapital's Anastasia Amoroso and New York Life Investments' Lauren Goodwin, join 'Closing Bell' to discuss the markets, Big Tech earnings and the macroeconomic data ahead.
Bloomberg
12-03-2025
- Business
- Bloomberg
iCapital, Northern Trust and Northwestern Mutual on Creating the New Economy
Anastasia Amoroso, Managing Director & Chief Investment Strategist, iCapital; Chris Roth, Chief Investment Officer, Global Fixed Income, Northern Trust Asset Management; and Matt Stucky, Vice President & Chief Portfolio Manager, Equities, Northwestern Mutual Wealth Management Company, join Bloomberg Intelligence's Anurag Rana to discuss the sectors, strategies, innovations and regulatory changes that are poised to drive returns at The Future Investor: Finding the Opportunities event in Chicago. (Source: Bloomberg)
