Geopolitical risks have returned to investors’ radar screens with President Putin’s escalation of the war in Ukraine. At the same time, inflation remains in the spotlight: the latest US reading was concerning, causing yields to rise while equity markets tumbled. Looking ahead, there are different risks that we would need to consider: the outlook of the US in particular on inflation (whether the headline peak looks to be behind us or vice versa), as well as whether other central banks, including the Fed and the ECB, will remain hawkish. Geopolitical risks, rate hikes and potential recession risks could also be a concern. We hope to address the concerns of investors during the webinar and at the same time, provide our investment outlook in such a turmoil market.
Mr.Florian NETO, CFA
Director, Head of Investment, Hong Kong & Taiwan and Head of Multi Asset, Asia
Amundi Asset Management