Wall Street Week
Bloomberg Wall Street Week - September 22nd, 2023
Sep 23, 2023
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.
34:28
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Quick takeaways
- 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.
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