Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. High levels of innovation and productivity, as well as the growing hope that the worst of the COVID-19 crisis is behind us, have given investors reasons to be optimistic for the future. Our CIOs recently discussed current market conditions, how we are positioning portfolios, and an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable investing, the outlook for China, and more. Download transcript CIO Perspectives Webinar, 2022 Asset Allocation Outlook Watch the Video Listen to the Podcast The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict The outlook for China Key themes in energy markets Why biotechnology may offer especially compelling investment opportunities Recent dynamics in alternative assets that can serve as inflation hedges like gold, bitcoin and commodities Speakers: Sidney Ahl, Erika Pagel, Jacob Hodes, Christopher Hancock, and Ryan Myerberg. MORE ON THIS TOPIC Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. Rodrigo is now available. This year’s report examines several issues that the team is monitoring as we head into 2022. Read more > CIO Roundtable: Inflation Greenflation and Tech Regulation We discuss how transitory inflation may actually be, and how we have been positioning portfolios. We discuss “greenflation,” why the semiconductor shortage is playing an outsized role in inflation and why a potential capital expenditure boom could help contain inflationary pressures over the longer term. We also look at China, where we've seen regulatory crackdowns and concerns about its real estate sector weighing on the country and emerging markets more broadly. We also discuss the technology sector, where some high-profile tech giants may be facing increasing regulatory scrutiny. Read more > The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. 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