Why It's a 'Phenomenal Time' to Be an Investor, Not a Consumer: Partners Group's Amoroso

Anastasia Amoroso, chief investment strategist at Partners Group, joins Bloomberg Money hosts Scarlet Fu and Tom Keene to dissect the bullish sentiment currently driving the stock market. In this lively discussion, Amoroso explains why she believes it's a phenomenal time to be an investor rather than a consumer, pointing to the opportunities that abound in today's market environment. The conversation also covers the potential for near-term volatility, which Amoroso acknowledges could test investors' nerves, and the implications of rising global yields. She offers her perspective on how these factors might influence portfolio positioning and where she sees the most compelling opportunities. With her finger on the pulse of global markets, Amoroso provides a nuanced view that balances optimism with a clear-eyed assessment of risks. This segment is a must-watch for investors seeking to understand the forces shaping today's financial landscape.