ALO20: How Will Mega Trends Shape the Economy? ft. Casey Clark
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 712 Ratings
🗓️ 24 January 2024
⏱️ 61 minutes
🧾️ Download transcript
Summary
Casey Clark, President and CIO of Rockefeller Asset Management, joins Alan Dunne in this episode to discuss the mega trends shaping the investment landscape and asset management industry over the coming years. We hear Casey’s insights on what are the key traits of great investors, how Rockefeller evaluates aspiring portfolio managers and what makes a great investment process. The conversation delves into the changing macro landscape, the implications of a positive correlation between bonds and equities for allocators and why we may see a resurgence of value investing and greater adoption of alternatives in portfolios. We also delve into ESG, the diverging trends in ESG investing in the US and Europe and how the framework of ESG leaders and improvers is key to how Rockefeller thinks about incorporating ESG into their alpha generation process.
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Episode TimeStamps:
02:45 - Introduction to Casey Clark
07:02 - How do Rockefeller Capital Management manage their assets?
10:01 - What is their investment philosophy?
12:04 - Who are their clients?
12:45 - How do they build their strategies?
14:24 - How are they setting themselves up for mega trends like AI
16:55 - What is driving the ETF growth?
17:32 - Their approach to evaluating managers
21:49 - Having the right benchmark
24:34 - What makes a good investment process?
26:08 - How do they come up with new ideas?
30:13 - Investing with ESG in mind
34:30 - A constraint or opportunity?
36:56 - Are we approaching a changing investment environment?
41:55 - How mega trends will shape the macro landscape
50:36 - A shift in the 60/40 portfolio?
54:17 - Is there a place for alternatives?
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Transcript
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| 0:00.0 | These four forces will, over the long term, create an environment that could potentially lead to, |
| 0:17.2 | again, he asked me to talk long term, to higher levels of income inequality, |
| 0:22.6 | which could be a challenge. |
| 0:24.0 | So there will need to be leadership underway |
| 0:28.1 | to ensure with technological advancements, |
| 0:31.4 | with healthcare advancements, |
| 0:33.4 | with the demographic shift, |
| 0:35.8 | and the instability of climate change that were able to balance |
| 0:40.4 | these forces in a way that allows for stable economic growth. |
| 0:46.3 | And there's some risks to that. |
| 0:48.5 | Imagine spending an hour with the world's greatest traders. |
| 0:52.4 | Imagine learning from their experiences, their successes, |
| 0:55.2 | and their failures. Imagine no more. Welcome to Top Traders Unplugged, the place where you can |
| 1:02.2 | learn from the best hedge fund managers in the world so you can take your manager, due diligence, |
| 1:06.9 | or investment career to the next level. Before we begin today's conversation, remember to keep two things in mind. |
| 1:13.5 | All the discussion we'll have about investment performance is about the past, |
| 1:17.2 | and past performance does not guarantee or even infer anything about future performance. |
| 1:22.3 | Also understand that there's a significant risk of financial loss with all investment |
| 1:26.0 | strategies, and you need to request |
| 1:27.9 | and understand the specific risks from the investment manager about their product before |
| 1:32.4 | you make investment decisions. |
| 1:34.4 | Here's your host, veteran hedge fund manager, Nealz Kostrup Larson. |
... |
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