Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty.
High levels of innovation and productivity, as well as the growing hope that the worst of the COVID-19 crisis is behind us, have given investors reasons to be optimistic for the future. Our CIOs recently discussed current market conditions, how we are positioning portfolios, and an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable investing, the outlook for China, and more.
CIO Perspectives Webinar, 2022 Asset Allocation Outlook
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The themes and topics discussed include:
- The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict
- The outlook for China
- Key themes in energy markets
- Why biotechnology may offer especially compelling investment opportunities
- Recent dynamics in alternative assets that can serve as inflation hedges like gold, bitcoin and commodities
Speakers: Sidney Ahl, Erika Pagel, Jacob Hodes, Christopher Hancock, and Ryan Myerberg.
CIO Roundtable: Inflation Greenflation and Tech Regulation
We discuss how transitory inflation may actually be, and how we have been positioning portfolios. We discuss “greenflation,” why the semiconductor shortage is playing an outsized role in inflation and why a potential capital expenditure boom could help contain inflationary pressures over the longer term. We also look at China, where we've seen regulatory crackdowns and concerns about its real estate sector weighing on the country and emerging markets more broadly. We also discuss the technology sector, where some high-profile tech giants may be facing increasing regulatory scrutiny. Read more >
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