In the 9th episode of RPM—Reflections on Private Markets, head of research and portfolio management Tom Keck summarizes current market conditions (00:30), explains how StepStone is positioned with respect to inflation and interest rate risk (02:08), discusses where the risks and opportunities post-Covid may lie (04:18), and explores what effect higher input prices and interest rates would have on private markets (07:35).

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Download the transcript here.

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