Ron Temple: All things markets with Lazard’s Chief Market Strategist

Let us know your thoughts, questions, and who you want to hear from next!In this podcast, Ryan speaks with the Chief Market Strategist of Lazard Asset Management, Ron Temple. Lazard is a global investment powerhouse, and financial advisory business responsible for managing over $200B in USD terms. Ron brings a tremendous amount of thought leadership and an invaluable amount of knowledge in markets. This includes a unique perspective on global conflict and geopolitics given his involvement in Lazard’s Geopolitical Advisory Committee. Ron regularly consults with Government, institutions, and Fortune 500 CEOs. We cover a lot in this session. Inflation, monetary policy, recession, geopolitics, supply chains, corporate earnings, and where to find relative value.Ron provides his perspective on key risks that are not being adequately priced in markets, such as the reality that inflation may remain structurally higher than in previous decades. Driven by fractured geopolitical relationships, climate change and other long-term thematic drivers. He also points to attractive shorter-duration assets across debt, equities, and explains the potential benefits of positioning conservatively in this environment, exploiting pockets of opportunity as they arise.Disclaimer:The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.