In this podcast, Paulita Pike, CIS Trustee and Managing Partner of Ropes & Gray, moderates a panel from our 2024 Symposium on What Keeps Us Up At Night. Panelists include Adam Berger, Senior Managing Director, Multi-Asset Strategist and Portfolio Manager at Wellington Management, Michelle Knight, CEO & Chief Economist at Ropes Wealth Partners, and Paul Schott Stevens, CIS Trustee and Retired CEO of the Investment Company Institute.

Highlights

• Interest rates and their impact on the economy.
• Discussion on role and independence of the Federal Reserve.
• Concerns over fiscal spending and budget deficit.
• Geopolitical risks and inflation concerns.
• Rising government debt and impact on future generations.
• Discussion on budget deficit and fiscal responsibility.
• Inflation and its effect on income inequality.
• Evaluation of equity valuations and potential bubbles.
• The complexities of AI and its contrasting impact.
• Personal story on AI's positive impact in healthcare.
• The need for thoughtful regulation of AI.

Episode Resources

• Connect with Catholic Investment Services
• https://catholicinvest.org/about-us/
• https://catholicinvest.org/about-us/#board-of-trustees
• https://catholicinvest.org/contact-us/
• https://catholicinvest.org/cis-institute/