A 30-year investing veteran who advises a $800 million endowment shares 2 ways to play a period of instability where rates surge and investors realize ''the emperor has no clothes''
Summary List Placement Karl Sternberg is in the fortunate position of having 30 years of experience behind him to inform his thinking when he considers the outlook for inflation and its impact on the markets. "Remember, there''s a whole generation of investors, the people looking after class money today, have never lived in anything apart from what''s been called the ''Great Moderation'' [where] inflation came down and policies were pretty predictable," said Sternberg on a podcast this week. Sternberg currently advises on the investment committee for the £580 million ($800 million) endowment for Christ Church College at Oxford University. He also founded an institutional asset manager , which was bought by Willis Towers Watson, and holds a number of executive and non-executive roles at investment houses, such as chairman of Baillie Gifford''s Monks Investment Trust . Sternberg sat down with Mary McDougall of Investors Chronicle on July 15 to discuss his outlook for inflation based on his years of experience on a podcast.
A 30-year investing veteran who advises a $800 million endowment shares 2 ways to play a period of instability where rates surge and investors realize ''the emperor has no clothes''
Summary List Placement Karl Sternberg is in the fortunate position of having 30 years of experience behind him to inform his thinking when he considers the outlook for inflation and its impact on the markets. "Remember, there''s a whole generation of investors, the people looking after class money today, have never lived in anything apart from what''s been called the ''Great Moderation'' [where] inflation came down and policies were pretty predictable," said Sternberg on a podcast this week. Sternberg currently advises on the investment committee for the £580 million ($800 million) endowment for Christ Church College at Oxford University. He also founded an institutional asset manager , which was bought by Willis Towers Watson, and holds a number of executive and non-executive roles at investment houses, such as chairman of Baillie Gifford''s Monks Investment Trust . Sternberg sat down with Mary McDougall of Investors Chronicle on July 15 to discuss his outlook for inflation based on his years of experience on a podcast.