State of the Markets Macro Economic Check-In

This podcast features Jack Brennan (Founding Chair, CIS and Chairman Emeritus, The Vanguard Group) and Joseph H. Davis, Ph.D. (Global Chief Economist and Global Head of the Investment Strategy Group, The Vanguard Group), as they provide insights on the macro and micro outlook for the new year, capital market trends, investment challenges, risks, and best practices for institutional investing.

Highlights

• Discussion on AI's impact on the global economy.
• Tariffs and their economic implications.
• Immigration's impact on labor force and economy.
• Concerns over structural deficits and bond yields.
• The value of diversification in global portfolios.
• Potential productivity growth from AI.
• The transformative potential of AI in various sectors.
• Predicted economic outcomes of AI integration.

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/