(MAY 14, 2020)
James Landry, Chief Investment Officer and Director of Planning, sat down to speak with with Richard Mullen, Co-Founder and Managing Director, for a weekly update on the markets.
(03:51) What are some examples of consumer preferences changes that the Pallas team foresees moving forward? (06:54) With “lower for longer” still likely in our future, how do we adjust for income generation? (11:20) What are the implications of shifting supply chains? (13:58) What industries will likely be the beachhead of this shift? Pharma? Tech Hardware? Defense?
(16:01) If taxes climb due to government spending what are the key challenges in the planning and investment process that investors face?