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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