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The Long View

Liz Ann Sonders: 'We Could See Some Inflation Scares'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 6 January 2021

⏱️ 53 minutes

🧾️ Download transcript

Summary

Schwab's chief investment strategist discusses the impact of the pandemic in 2020 and what the new year will bring for the market and the economy.

Transcript

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0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York, purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.9

Hi, and welcome to the Longview. I'm Jeff Battack Global Director of Manager Research for Morningstar Research Services. And I'm Christine Ben's Director of Personal Finance for Morningstar. Our guest

0:43.0

today is Lizanne Saunders. Lizanne is Senior Vice President and Chief Investment Strategist

0:48.2

at Charles Schwab. In her role, Lizanne is responsible for conducting market and economic

0:53.7

analysis, which she and her team publish in a variety of forms.

0:57.8

She also regularly appears in the financial media and was recently named to Barron's magazine's 100 most influential women in finance list.

1:06.7

Lizanne joined Schwab in 2000 when the firm acquired her prior employer, U.S. Trust.

1:12.2

Before that, she was a managing director and senior portfolio manager at Avatar Associates.

1:17.6

Lizanne received her bachelor's from the University of Delaware and her MBA from Fordham University's Gabelli School of Business.

1:24.5

Lizanne, welcome to the Longview.

1:26.5

Well, thank you for having me.

1:27.4

Really appreciate it.

1:28.1

Looking forward to our conversation. So let's start by seeing macro through maybe an individual

1:34.6

investor or financial advisor's eyes. They are staring at a sea of different measures and

1:39.2

indicators, sub forward looking, others backward looking, and sometimes they can contradict

1:43.9

each other,

1:44.5

as we well know. So if you are an individual investor and advisor trying to make sense of all this,

...

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