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A Look at Factors Driving the Markets: Mid-year Check-in
Manage episode 366825521 series 3401607
With the first half of the year behind us, it’s time to take stock of the economy, inflation, and the events impacting the markets. In this peer-to-peer conversation, Chief Investment Officer Tony Roth compares notes with Johanna Kyrklund, group chief investment officer at Schroders, about the shifting long-term trends, catalysts accelerating change, including longevity and the labor market, the global supply chain, and artificial intelligence, and discusses how the U.S. and Europe are faring amid the changes.
94 episodios
Manage episode 366825521 series 3401607
With the first half of the year behind us, it’s time to take stock of the economy, inflation, and the events impacting the markets. In this peer-to-peer conversation, Chief Investment Officer Tony Roth compares notes with Johanna Kyrklund, group chief investment officer at Schroders, about the shifting long-term trends, catalysts accelerating change, including longevity and the labor market, the global supply chain, and artificial intelligence, and discusses how the U.S. and Europe are faring amid the changes.
94 episodios
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