On this week's episode of The Lebenthal Report, Michael and Dominick are joined by Brock Campbell, Head of Global Research and Portfolio Manager at Newton Investments, a division of BNY Mellon. Together they discuss data impacting clients, market trends, energy sector investments, and infrastructure development. They delve into the growth in electricity demand due to AI, trends in fracking and oil industries, and the changing consumer landscape's impact on supply chains. The team also evaluates deglobalization effects, companies benefiting from consumer behavior changes, small modular nuclear reactors, and government policies on energy industries. Don't miss this episode for expert insights to stay ahead in a rapidly changing world.
The Lebenthal Report Episode #118: 2023 Wrap-up and 2024 Outlook
In our final episode of the year, Michael and Dominick conduct a comprehensive review of market performance in 2023, oscillating between skepticism and optimism. They delve into the contrasting growth of major indices, dissect the surprising economic stability in the face of earlier recession fears, and reflect on the unexpected resilience of the banking sector. The conversation spans critical topics, including the 2024 Fed rate cut concerns, the intricate dance between interest rates and consumer behavior, and the anticipation of an economic soft landing. The duo wraps up by sharing their investment strategies, exploring sector performances, and offering insights into what the future may hold for investors in 2024.