Guests including Peter Kraus, Sarah Ketterer, and Lawrence H. Summers discuss topics such as the Fed's plan to raise rates, investing in alternatives, the UAW strike resolution, and the caution the Fed should exercise. The podcast covers a range of topics from the car industry to interest rates and explores the future of manufacturing and the power shift between labor and capital.
Investors should consider alternative assets like private credit and infrastructure in a rising rate environment.
ESG investing will continue to grow due to regulatory and political factors, with environmental and social risks playing a significant role in portfolios.
Deep dives
Investment Opportunities in a Higher Rate Environment
With the expectation of higher interest rates for a longer period, investors should consider alternative assets such as private credit, farmland, timber, infrastructure, and private equity. These assets provide diversification and may be more resilient in a rising rate environment.
The Future of ESG Investing
ESG investing continues to grow as environmental and social risks impact portfolios. Despite some recent retrenchment, the demand for ESG investments will persist due to regulatory and political factors. Environmental and climate risks are becoming more material, and clients are increasingly interested in incorporating ESG principles into their portfolios.
The Changing Landscape of Dress Codes
The pandemic has reshaped the traditional dress codes in corporate and government settings. As remote work becomes more prevalent, there is a push to loosen dress codes. However, the way one dresses can still be seen as a reflection of professionalism and commitment to the task at hand.
The Importance of Supporting the Ukrainian Economy
Supporting Ukraine's economy is crucial for promoting a stable and prosperous country. Instead of relying on government budgets, funding should come from frozen Russian state assets, which provides a practical and legitimate source of resources. This approach also allows for investment in other global needs, such as climate change and poverty reduction.
On this edition of Wall Street Week, Peter Kraus, Aperture Investors Chairman & CEO and Sarah Ketterer, Causeway Capital CEO tell us why the Fed's plan to raise rates in unlikely to hurt the economy. Jose Minaya, Nuveen CEO, makes the case for investing in alternatives in a higher-for-longer environment. Steve Rattner, Willett Advisors Chairman & CEO explains why he believes the UAW strike resolution might take a while and Lawrence H. Summers, Former US Treasury Secretary says the Fed should be cautious about remaining too optimistic.