Saker Nusseibeh

speaker

77 appearances 1 recordings 1 series first heard Jul 2020 last heard Jul 2020

Saker Nusseibeh’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · After Strong Quarter, Where Is Wall Street Headed Next? · 1 Jul 2020 podcast

And people who have just started on the career path might want to increase their risk assets because they see volatility as working in their favor and not against them.

But it's a difficult game to get right.

The Fed and the central banks are clearly saying to the markets that they're willing to be as accommodative as they can be.

I can't see how that is until they see a sustainable recovery.

The question here is what happens when we lift all the restrictions and companies go back to work and the furloughed workers come back to work.

At that stage, the non-sustainable companies will have to let go some of the workers.

So the economy is still in need of support.

I cannot see central banks, including the Fed, being aggressive with hikes in interest rates in that scenario.

They will wait to make sure that the recovery will take hold.

There is an awareness, certainly amongst professional investors, that trying to understand the total risks involved in the markets and the total aims of investment have got to be reviewed carefully.

as a result of the COVID crisis.

Short-term financial matrix do not lead to sustainable wealth creation.

You've got to look at something else.

And that has brought a greater awareness of what other people call ESG or responsible investing, looking at environmental, societal, and governance issues to try to protect themselves.

It's not a panacea.

It's just a better way of understanding long-term investment.

There is a kind of beginning of an understanding of a concept that we at Federated Hermes developed many years ago in London called holistic return.

And what we meant by holistic return was that you cannot isolate a return from a particular instrument from the total effect on the total portfolio that you've got and, in fact, where you can spend the proceeds of that portfolio, right?

So it's an extreme case that it's no good making a huge amount of money if you get a bunch of money at the end of it, but you can't spend it because you live in an isolated high tower flat and you're paying all of your money to try to pay for food and water because society collapsed around you.

I mean, it's an extreme case, but it kind of makes the point, right?

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