Join us as we explore the compelling themes of our 2019 Long-Term Capital Market Assumptions, delving into the changing nature of recessions and recoveries, and the rise of government indebtedness, you’ll hear about the widening spectrum of investor risks and the implications for managing portfolios in late cycle and beyond.
Macroeconomic assumptions: Stable forecasts of moderate growth and inflation
How might the gig economy, a changing growth landscape in China and fairly stable inflation impact the global economy going forward? Listen as David Lebovitz moderates a discussion with our Global Strategists, Ben Mandel and Michael Hood, from our Multi-Asset Solutions team on our long-term growth and inflation forecasts. (22:47 min.)
David Lebovitz, Ben Mandel, Michael Hood
The Center for Investment Excellence features an expanding set of podcast series across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios for your institution.