157. The best performing funds during the third quarter of 2021

Juliet Schooling Latter and Darius McDermott return to discuss the major issues impacting markets in the third quarter of 2021. They talk about top performing Indian equities, Japanese equities and financials companies. They also give their views on inflation and fuel shortages and tell us if investors should be worried about all the recent regulatory interventions in China. They finish with their outlook for the last few months of the year.

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Headlines during the third quarter of 2021 have been dominated by inflationary worries and regulatory interventions by the Chinese authorities. In this round up, Darius McDermott and Juliet Schooling Latter give their views on both subjects and discuss the best performing asset classes of past three months.

What’s covered in this podcast:

  • Why Indian equity funds have performed well in the past three months [0:14]
  • Why Japanese equity funds have also done well [1:30]
  • How financial companies are benefitting from potential interest rate rises [2:49]
  • If inflation is here to stay and when interest rates may actually go up [4:32]
  • How fuel shortages are benefitting energy funds [7:53]
  • If investors should worry about regulatory intervention in China [10:40]
  • The outlook for the last few months of 2021 [14:28]
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