Inflation, Interest Rates and a Divergent Macroeconomic Environment

Torsten joined Nic Millikan on a recent episode of CAIS CXO to share his insights on global macroeconomics and their impacts on public and private markets. Hear Torsten’s views on: · Expediting investment cycles and fundraising in private equity · Four factors primarily driving higher inflation · Getting constructive on commodities and green energy · The capital markets’ reaction to rising interest rates · An end to global monetary easing (for now)? · Three broad themes when considering investment opportunities