Top Traders Unplugged

ALO20: How Will Mega Trends Shape the Economy? ft. Casey Clark

Jan 24, 2024
Guest
Casey Clark
In this episode, Casey Clark, CIO at Rockefeller Asset Management, discusses the mega trends shaping the investment landscape. They talk about the key traits of great investors, the changing macro landscape, the implications of a positive correlation between bonds and equities, the resurgence of value investing, and the greater adoption of alternatives in portfolios. They also delve into ESG investing, the diverging trends in the US and Europe, and how Rockefeller incorporates ESG into their alpha generation process. Additionally, they explore the major mega trends that will shape the economy, the challenges of the traditional portfolio, and advice for starting off in the industry.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
Casey Clark's Background and Role at Rockefeller Asset Management
02:46 • 7min
3
Investment Philosophy and Client Base
10:03 • 20min
4
The Future of ESG and Sustainable Investing
30:15 • 7min
5
Current and Future Trends in the Economy and Investment World
36:58 • 14min
6
Moving Away from the Traditional Portfolio: Challenges and Opportunities
50:35 • 5min
7
Advice for Starting Off in the Industry and the Importance of Passion and Commitment
56:03 • 5min