Global CIO's Jooste: Market Being Driven By Liquidity, Momentum, Positive Sentiment

The video discusses the current state of the market, focusing on liquidity, oil prices, and potential market rallies or corrections. It highlights the impact of COVID-19 on global economies, particularly in New Zealand, and the challenges of predicting post-pandemic consumer behavior. The discussion also covers the strain on supply chains and the potential for cost-push inflation. The video concludes with investment strategies that emphasize localization and regional models due to changing global dynamics.

What is the primary concern in the market according to the first section?

• Liquidity

• Interest rates

• Inflation

• High oil prices

What is the potential impact of New Zealand's lockdown on economists?

• It provides clear data for future predictions.

• It complicates projections of post-pandemic consumer behavior.

• It has no significant impact.

• It boosts economic confidence.

What is a key challenge in eradicating the coronavirus completely?

• Lack of vaccines

• Travel bans and new strains

• Public complacency

• Economic downturns

What is a suggested investment strategy in response to supply chain issues?

• Invest in global markets

• Focus on regional models

• Increase dependency on long supply chains

• Ignore supply chain disruptions

What industry is particularly affected by supply chain shortages?

• Automotive

• Semiconductor

• Textile

• Pharmaceutical