The COVID-19 pandemic brought on one of the shortest recessions in history. Now, as global economies reopen, high levels of exuberance may indicate that there is an inflection point in capital markets. This intimate conversation with the chief executive of one of the world’s largest and most diversified investment managers looks at the outlook for inflation, increased allocations to private markets against the backdrop of negative real yields, and other key considerations in positioning portfolios for the future.

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