20 min listen
Our 2024 Global Outlook
FromThe Active Share
ratings:
Length:
53 minutes
Released:
Dec 21, 2023
Format:
Podcast episode
Description
Will 2024 be the first year of “normal” economic expansion post-COVID? In this episode of The Active Share, Hugo sits down with William Blair’s Olga Bitel, partner, global strategist, and Simon Fennell, partner, portfolio manager, for a wide-ranging conversation on the outlook for 2024. Together, they touch on key topics like inflation and interest rates, Japan’s investment story, the impact of generative artificial intelligence (AI) and glucagon-like peptide-1 (GLP-1) medications, and what new growth opportunities could be on the horizon.
Released:
Dec 21, 2023
Format:
Podcast episode
Titles in the series (46)
Tiger vs. Roger: The Case for Generalists: What do Tiger Woods and Roger Federer have in common with hedgehogs and foxes? Find out as we sit down with David Epstein, New York Times bestselling author of The Sports Gene and Range: Why Generalists Triumph in a Specialized World, by The Active Share