Inflation, the recovery and input prices with Tom Keck

RPM - Reflections on Private Markets
26/07/2021 13 min
Inflation, the recovery and input prices with Tom Keck

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Episode Synopsis

In the 9th episode of RPM—Reflections on Private Markets, head of research and portfolio management Tom Keck summarizes current market conditions (00:30), explains how StepStone is positioned with respect to inflation and interest rate risk (02:08), discusses where the risks and opportunities post-Covid may lie (04:18), and explores what effect higher input prices and interest rates would have on private markets (07:35).See omnystudio.com/listener for privacy information.

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