Bloomberg Talks

CalSTRS CIO Christopher Ailman Talks Economic Outlook

Dec 4, 2023
Guest
Christopher Ailman
CalSTRS CIO Christopher Ailman discusses the economic outlook for 2023-2024. Topics include market performance, stock market analysis, asset allocation, private credit, California's economy, and the politicization of ESG in investment decisions.
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Chapters
Transcript
Episode notes
1
Introduction
00:00 • 4min
2
Analysis of Stock Market Performance and Investment Strategies
03:50 • 3min
3
Asset Allocation, Private Credit, and California's Economy
06:27 • 3min
4
The politicization of ESG and its impact on investment decisions
09:22 • 3min