What podcasts say about Nadia Lovell
Every statement, with the speaker, the exact quote and the moment it was said.
What Nadia Lovell has said on podcasts
8 statements · 8 positive
Predictable, gradual Fed hikes can be absorbed by equities, which may continue rising.
“if it's gradual, the market is able to observe. off that, particularly also the wise rise. And, you know, you even saw from the Fed a slight increase in their growth expectations, right, over the next couple of years. And so some of this is not only inflation driven, but also the fact that you have the resilience growth. And in combination with that, we think that that's why the equity market is able to absorb these rate increase and continues to move higher.”
Open the episode · Bloomberg Surveillance TV: September 18th, 2026Listen at 5:13
AI monetization will broaden beyond AI companies over the longer term.
“over the longer term, we do think that that will also yield to the monetization of AI.”
Open the episode · Bloomberg Surveillance TV: September 18th, 2026Listen at 6:13
AI-enabled drug discovery could reduce costs and improve future earnings expectations.
“the opportunity to monetize and bring down the cost curve for drug discovery can have huge implications. for earnings expectations going forward.”
Open the episode · Bloomberg Surveillance TV: September 18th, 2026Listen at 6:23
AI-enabled automation can improve future corporate margins.
“automation as well and what that can mean for margins going forward.”
Open the episode · Bloomberg Surveillance TV: September 18th, 2026Listen at 6:35
Asia, particularly China, may have greater AI monetization potential than the United States.
“the ability to monetize AI could be even greater in areas in Asia, particularly in like China”
Open the episode · Bloomberg Surveillance TV: September 18th, 2026Listen at 7:11
Europe is attractive at current market levels.
“we actually do like Europe at these levels”
Open the episode · Bloomberg Surveillance TV: September 18th, 2026Listen at 7:50
Investors overweighting the United States should add European exposure.
“what we've been advising clients do, who tends to be over-indexed to U.S., is to add some to Europe”
Open the episode · Bloomberg Surveillance TV: September 18th, 2026Listen at 7:56
Europe offers selective investment opportunities and diversification benefits.
“there are select opportunities in Europe, and Europe is part of the overall diversification story.”
Open the episode · Bloomberg Surveillance TV: September 18th, 2026Listen at 8:11
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