Macquarie's Lakos on Markets, Inflation

The video discusses potential economic risks for the next year, focusing on inflation and central bank policies. It highlights the impact of supply chain disruptions and unsynchronized wage growth on inflation. The speaker suggests investment strategies in an inflationary environment, emphasizing infrastructure and commodities like gold and lithium. Thematic investing is recommended over broad index investing, with a focus on specific sectors like mining and electric vehicles.

What are some of the potential risks for the next year mentioned in the video?

• Technological advancements and innovation

• Political stability and peace treaties

• Comic Con and policy mistakes

• Natural disasters and climate change

Which region is noted for having higher wage growth?

• Africa

• United States

• Asia

• Europe

In an inflationary environment, which type of companies are considered advantageous?

• Healthcare companies

• Technology companies

• Infrastructure companies

• Retail companies

What is one of the hedging strategies mentioned for dealing with inflation?

• Buying government bonds

• Investing in foreign currencies

• Investing in real estate

• Increasing exposure to gold

Why is lithium considered a valuable investment according to the video?

• Due to its high demand in the fashion industry

• Due to its use in traditional vehicles

• Because of its role in electric vehicle batteries

• Because it is a rare metal