Finding opportunities in a challenging macro-outlook | Elizabeth Burton, Goldman Sachs

In our first episode of Series three of FTSE Russell Convenes, Elizabeth Burton joins Jamie MacDonald to talk about the challenges and opportunities in the current market environment During the interview she dives into the US and inflation outlook, drawing upon lessons learnt from the past, factors likely to impact a rate hike and the one piece of information she feels is ‘going to have a lot to do with where we see the Fed’. Elizabeth also provides her opinions on why she feels it’s an over simplistic view to regard commercial real estate as a bad actor, the ‘reopening of China, the commodities investment story and whether asset allocators are thinking seriously about digital assets. Watch the interview on https://www.ftserussell.com/ftse-russell-convenes