{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Brown Advisory CIO Perspectives","title":"Midyear Market Outlook: AI, Inflation and Where Investors See Opportunity","html":"","width":"100%","height":180,"duration":3541,"description":"In this episode of CIO Perspectives, Midyear Market Outlook: AI, Inflation and Overlooked Opportunities, host Sid Ahl is joined by Brown Advisory colleagues Christopher “Kif” Hancock, CIO International, and Sarge McGowan, CIO of U.S. Endowments and Foundations, for a midyear discussion on the forces shaping markets and portfolios.\nThe conversation explores why AI continues to dominate market returns and economic growth, how investors should think about growing market concentration and where opportunities may emerge beyond the technology sector. They also discuss inflation, geopolitical risks, private markets and the challenges of balancing exposure to AI with a diversified, long-term investment philosophy.\n-----\nThe views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. 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. The information provided in this podcast is not intended to be and should not be considered 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, including whether or not to buy, sell or hold any securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the speakers on an objective basis to illustrate views expressed in the podcast and do not represent all the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is  for informational purposes only and is not individually...","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}