Mark Sullivan
2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jan 16, 2025 by Mark Sullivan · across every show →
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Everything said about Mark Sullivan, oldest first
Jan 16, 2025 bullish
Sullivan: US-China tensions will worsen market beta but enrich alpha opportunities
“The changing relationship between some of the bigger countries like the U S and China and with the new administration coming in, we think many of those themes will be supercharged and again, result in a higher volatility And I think more challenging returns fo…”
Jan 16, 2025 bearish
Sullivan: Global trade, capital, and labor mobility are reversing in new regime
“We're of the viewer living through a regime change, and that many of the characteristics that characterize the last 30 years or so, things like free movement of capital, free movement of labor, increasing global trade, that actually all these things are likely…”