S.2 Ep.3: Larry Summers on Rate Hikes, Recession Fears and Stagflation
Larry Summers looks back at post-WWII inflation and explores whether the latest surge in prices will tip the economy into a period of stagflation.
Harsh Parikh, Principal and Head of Real Assets Research at PGIM’s Institutional Advisory & Solutions (IAS) group, joins Conexus Financial’s Head of Institutional Content, Amanda White, for an episode of Investment Magazine’s Market Narratives podcast. During the conversation, Parikh explains that despite allocations to real assets increasing in light of the outlook for inflation, the performance of real assets won’t be linear or predictable. As such, institutional investors will likely need to understand the sensitives and time horizons of different real assets to align with their investment objectives. Parikh and White also discuss IAS’ real assets research series and new investment tool, RASA InteractiveTM, which enables investors to determine the optimal mix of real assets based on investment views and desired outcomes.
To access a written summary of the conversation or to learn more about the Market Narratives podcast, click here.