{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Brown Advisory CIO Perspectives","title":"Inflation, “Greenflation” and Tech Regulation ","html":"","width":"100%","height":180,"duration":3771,"description":"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 AdvisoryErika Pagel, CIO of Sustainable Investing, Brown AdvisoryTom Graff, CFA, Portfolio Manager; Head of Fixed Income, Brown AdvisoryLauren Cahalan, Investigative Analyst, Brown AdvisoryThe views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy,...","thumbnail_url":"https://img.transistorcdn.com/cea_fOg5jD6VQyMZUcehYYYmXt8p6FTDovdCQNfQYsc/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zNTgx/M2UyMzE5NWUyNjg1/YTVkN2Y4ZDk4NjU2/Yzk3OC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}