Karen Karniol-Tambour on the Challenge of Investing in the Current Environment

Bridgewater’s Co-CIO for Sustainability Karen Karniol-Tambour in conversation with Alex Shahidi, co-CIO of Evoke Advisors, describes why today’s environment is so different from what we’ve seen in recent decades and how investors can prepare their portfolios.

In this discussion, which was part of the recent Advisor Perspectives Investment Insights Summit, Karen describes why she thinks we are in a new era of persistently higher inflationary pressures, how investors can prepare their portfolios for this new environment, and the short-term and long-term challenges facing Europe due to higher energy prices. She also talks through some of the pitfalls of current efforts to tackle climate change and create a clean energy transition, and her thoughts on the state of ESG investing.