"Not So Fast!” – A Conversation with Nancy Davis, CIO Quadratic Capital Management

To kick off 2022, we have the pleasure of speaking with Nancy Davis, CIO of Quadratic Capital Management, to discuss what is top-of-mind in capital market pricing, namely persistently high inflation and the U.S. Federal Reserve’s response.  We discuss the inflationary/deflationary pickle global central banks find themselves contending with and how one can be positioned for both a rising rate environment and a less-than-aggressive central bank response over fears of going overboard on monetary tightening.

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