Campbell at the CFA's 3rd Annual Macro Outlook

October 10th, 2018

Topics:

1. What is your general investment philosophy?

2. The shift to passive management

3. Is the yield curve a good predictor of recessions?

4. Impact of a stronger dollar

5. Rising tariffs and protectionism

6. Is the market short volatility?

7. What is the single biggest risk to the global economy?