37 min listen
Navigating the new norm: the long-term outlook for inflation and implications for investors
Navigating the new norm: the long-term outlook for inflation and implications for investors
ratings:
Length:
32 minutes
Released:
Dec 21, 2023
Format:
Podcast episode
Description
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.
Released:
Dec 21, 2023
Format:
Podcast episode
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