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Podcast: FICC Focus
Episode: Managing Endowments: Macro Matters
Description: “The drivers of secular stagnation were... Technology, demographics, and globalization... They may have changed a little bit, but not that much,” Krishna Memani, Chief Investment Officer of the Lafayette College Endowment tells Bloomberg Intelligence, noting his view that secular stagnation will return.In this Macro Matters edition of the FICC Focus Podcast, Memani joins BI Chief US Interest Rate Strategist Ira Jersey to discuss the differences between being a sell side analyst, mutual fund manager and managing an endowment. Jersey asks about the process of analysis and asset-class selection within an endowment and alpha generation. Memani also give...