We are sharing a conversation with our newest co-CIO, Karen Karniol-Tambour, so you can hear directly from her on how she’s seeing the economy and markets. In this discussion, Karen talks through how she’s thinking about the world from a big-picture secular perspective and how she’s assessing cyclical conditions across the world. She also explains where she’s seeing the biggest mispricings and shares her advice for investors on how to manage the challenges of the current environment.