This episode is about the webinar to discuss the economy which saw a bear market and inflation on the rise. Joe expects a mild recession for the next 6 months and that the Federal Reserve will not need to take action. Mario discusses the trend of looking at the world as public and private markets, noting the importance of understanding liquidity risk when investing in private markets.
Highlights
- Who are the guests for today?
- The big 3 growth: Growth, Inflation, and Interest Rates
- Private Market Perspective: Valuations and opportunities in equity, credit, and secondaries
- Portfolio construction and the private markets
- Going public versus going private
- Reasons why people want liquidity
- Negative real rates and outlook
- The effect of the situation in Ukraine
- Energy, prices, and directionality
- The congress and the debt ceiling debate
- Talent and tenure: Portfolio management during bear markets
- New technologies as areas of interest
- The yield curve and contrarian risks
- What's the political aspect of ESG?
- Catholic social teaching and ESG investing
Episode Resources - Connect with Catholic Investment Services
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- https://catholicinvest.org/contact-us/
