Exploring the Current State of the Economy and the Impact of Inflation with Stephanie Link (Ep. 113)
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What’s your take on the importance of infrastructure investment and onshoring for supporting the economy?
In this episode, Tim Scannell invites Stephanie Link, Chief Investment Strategist and Head of Investment Solutions for Hightower, to delve into the services provided by Hightower’s asset management business, the importance of research and staying informed about global markets, and Stephanie’s thoughts on inflation.
They also touch on topics such as infrastructure investment and onshoring, and the impact of higher interest rates on borrowing rates and bond yields. Stephanie also emphasizes the value of talking to colleagues outside of Hightower for different perspectives.
Stephanie discusses:
- The value of staying informed about the market & including various advisor opinions when wealth planning
- Her perspective on rising inflation (what you can expect in the coming months)
- The recent state of the US infrastructure and what this could mean for your investments
- Her professional insights into the impact of interest rates, the job market, the housing market, and so much more!
Resources:
Connect With Tim Scannell:
- tscannell@scannellwealth.com
- Hightower Great Lakes
- LinkedIn: Tim Scannell
- Twitter: Tim Scannell
- (219) 531-4941
Connect With Stephanie Link:
About Our Guest:
Stephanie Link is an experienced Managing Director with a demonstrated history of working in the Investment Management industry. Skilled in Securities, Investment Advisory, Mutual Funds, Trading, and Fundamental Analysis. Stephanie is a strong finance professional with a BS focused in Finance from Boston College Carroll School of Management.