As we enter the fourth quarter, we wanted to drill down on one of the key themes of the year: inflation The discussion drills down into how transitory inflation may actually be, and how we have been positioning portfolios. We also discuss “greenflation,” why the semiconductor shortage is playing an outsized role in inflation and why a potential capital expenditure boom could help subside inflationary pressures over the longer term. We touch on some of the other major issues that may be top of mind for investors. This includes China, where we've seen regulatory crackdowns and concerns about its real estate sector weighing not just on China but on emerging markets more broadly. The group also discusses what these developments may mean for portfolio positioning. We also look at the technology sector where some high-profile tech giants are facing increasing regulatory scrutiny. As the COVID-19 crisis recedes, lawmakers around the world may be using newfound bandwidth to revisit tech regulation.

Guests:
Sid Ahl, CFA, CIO for Private Client, Endowments and Foundations, Brown Advisory
Erika Pagel, CIO of Sustainable Investing, Brown Advisory
Tom Graff, CFA, Portfolio Manager; Head of Fixed Income, Brown Advisory
Lauren Cahalan, Investigative Analyst, Brown Advisory

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