Macro Update: The Flip Side of Inflation

We ask a pioneer of modern infrastructure how to invest across booms, busts, and technological revolutions. 

Jennifer Choi, CEO of ILPA, joins us for a wide-ranging conversation on the current mood among LPs, the mainstreaming of continuation vehicles, and the accelerating race to retail capital. 

The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.

As inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer.

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Welcome to Thoughts on the Market. I'm Robert ...

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023? 

How today's inflationary environment is similar and different from the great inflation of the 1970s. What are the best assets to protect your portfolio if the next great inflation is here.

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