The discussion drills down into one of the key themes of the year: inflation. It examines how transitory inflation may actually be, and how we have been positioning portfolios. We also 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.
CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead, with Brown Advisory CIOs: Sid Ahl, Paul Chew and Erika Pagel
The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Learn more >
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