49:31
Essential
•The Essential Conversation
Investors Face a New "Whip Inflation Now" Problem
It's time to weigh the impact of rising rates on asset allocation and total return.
Featuring Martin Leibowitz and Rob Arnott
Jan 25, 2022 • 49 minutes
Fear of inflation has been on the rise ever since the Federal Reserve embarked on its “unconventional” policy path in the aftermath of the Global Financial Crisis. Well, it’s here now. The question is how will investors deal with it. The Fed is poised to hike rates, even amid rising global uncertainty. How will this dynamic impact asset allocation and total return? Martin Leibowitz, president of Advanced Portfolio Studies LLC, joins his longtime friend Rob Arnott of Research Affiliates to discuss a critical moment for financial markets and investors. Recorded on January 18, 2022.
Show MoreThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More EpisodesThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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