When prices first started rising, it was easy to chalk it up to the world’s emergence from the depths of the pandemic. As base effects fade, however, that’s getting harder. Steve Wreford, who is accustomed to thinking about structural change as a Portfolio Manager/Analyst on our Global Thematic Equity strategies, discusses increasing coordination between central banks and governments, policy and geopolitical shifts, and other factors driving higher prices with host Ron Temple.
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More