Global CIO's Jooste on Markets, Investment Strategies

The video discusses the impact of the Ukraine conflict on commodities, highlighting supply chain disruptions and inflation. It advises on investment strategies, emphasizing inflation-linked bonds and materials exposure. The dynamics between growth and value stocks are analyzed, considering market trends and Fed policies. China's economic challenges, including the property sector and deleveraging, are also examined.

What is a significant second-round effect of the Ukraine conflict on the market?

• Higher grain prices

• Supply chain disruptions

• Wage settlements affecting market expectations

• Increase in oil prices

Which type of investment is recommended for protection against inflation?

• Technology stocks

• Real estate

• Cryptocurrency

• Inflation-linked bonds

Why might mining stocks be a good investment during supply chain disruptions?

• They have low volatility

• They are unaffected by global events

• They are part of automaking

• They are always stable

What recent trend has been observed in the stock market?

• Value stocks outperforming growth stocks

• Value stocks gaining momentum

• Growth stocks losing favor

• Growth stocks regaining favor

What is a major economic challenge currently faced by China?

• Rapid economic growth

• High inflation rates

• Deleveraging in the property sector

• Trade surplus