LGT Bank's Hofer on Markets, Inflation

The video discusses the Federal Reserve's tapering decision and its implications for monetary policy normalization. It explores investment strategies for 2022, highlighting financials and healthcare as potential areas of interest. The video also analyzes global market indicators, such as the Baltic Dry Index and supply chain issues, and discusses the post-pandemic economic recovery. Finally, it debates the effectiveness of Bitcoin and gold as hedges against inflation.

What is the Federal Reserve's anticipated action regarding monetary policy?

• Maintain current monetary policy

• Decrease interest rates

• Increase interest rates immediately

• Taper at a pace of $15 billion

Which sector is recommended as a good investment in a rising yield environment?

• Consumer Goods

• Financials

• Real Estate

• Technology

What is the expected trend for public market returns in 2022?

• Lower than previous years

• Same as previous years

• Higher than previous years

• Unpredictable

What does the decline in the Baltic Dry Index suggest about the global stock market?

• It is well supported

• It is poorly supported

• It is highly volatile

• It is declining

Which asset is debated as a better hedge against inflation?

• Bonds

• Gold

• Cryptocurrencies

• Real Estate