Navigating The New Norm: The Long-term Outlook For Inflation And Implications For Investors The OMFIF podcast

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Navigating the new norm: the long-term outlook for inflation and implications for investors

10M ago 31:45

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Indhold leveret af OMFIF. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af OMFIF eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Max Castelli, head of strategy, sovereign institutions, and Philipp Salman, director of strategy and advice, global sovereign markets, UBS Asset Management, join Taylor Pearce, senior economist at OMFIF, to discuss macroeconomic challenges marked by exogenous shocks. They explore the short- and long-term outlook for inflation and the potential for a 'higher-for-longer' interest rate environment. The discussion touches on the equilibrium real interest rate, global factors influencing government debt dynamics, the potential productivity and growth implications of artificial intelligence and the evolving landscape for institutional investors.

… continue reading

228 episoder

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Navigating the new norm: the long-term outlook for inflation and implications for investors

The OMFIF Podcast

11 subscribers

published 10M ago

Del

MP3•Episode hjem

Indhold leveret af OMFIF. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af OMFIF eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Max Castelli, head of strategy, sovereign institutions, and Philipp Salman, director of strategy and advice, global sovereign markets, UBS Asset Management, join Taylor Pearce, senior economist at OMFIF, to discuss macroeconomic challenges marked by exogenous shocks. They explore the short- and long-term outlook for inflation and the potential for a 'higher-for-longer' interest rate environment. The discussion touches on the equilibrium real interest rate, global factors influencing government debt dynamics, the potential productivity and growth implications of artificial intelligence and the evolving landscape for institutional investors.

… continue reading

228 episoder

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