Global Recovery Fueling Inflation Fears, Qontigo's d'Assier Says

The video discusses the impact of COVID-19 on Taiwan and Singapore, highlighting investor concerns over potential lockdowns. It explores the market divergence between East and West due to differing vaccine rollouts and economic recoveries. The discussion shifts to inflation fears and asset price changes, particularly in Asia. The breakdown in the negative correlation between equities and bonds is analyzed, emphasizing the challenges for multi-asset investors. Finally, the video addresses the risks associated with cryptocurrencies, noting their potential impact on market stability.

What is the main concern for investors regarding Taiwan and Singapore?

• Currency devaluation

• Additional lockdowns and COVID spikes

• Trade restrictions

• Political instability

What has contributed to the divergence between Eastern and Western markets?

• Differences in industrial production

• Vaccine rollouts and economic recovery

• Currency exchange rates

• Trade agreements

What is a significant factor affecting inflation fears in Asia?

• Rising asset prices

• Decline in retail sales

• Decrease in property prices

• Increase in industrial production

How did the Fed's comments affect market sentiment?

• It caused a surge in stock prices

• It boosted investor confidence

• It had no impact

• It led to a drop in market sentiment

What is the current correlation between equities and bonds?

• Moderately positive

• Zero

• Strongly negative

• Strongly positive

Why is the breakdown in correlation between equities and bonds significant?

• It limits diversification options

• It reduces the need for hedging

• It stabilizes market volatility

• It increases diversification opportunities

What is a potential risk associated with cryptocurrencies as a hedge?

• They are correlated with equity markets

• They are highly regulated

• They are unregulated and volatile

• They have low liquidity