Qontigo Olivier d'Assier on Market Risks

The video discusses the impact of midterm elections on markets, highlighting increased volatility and uncertainty. It explores global risks, including currency fluctuations and geopolitical issues like the Ukraine war. The need for clear market signals and reliable economic indicators is emphasized, with a focus on inflation and unemployment. The importance of specificity in CEO guidance during earnings season is also discussed, as investors seek detailed information to make informed decisions.

What is the historical trend regarding market performance after midterm elections?

• Markets tend to perform better

• Markets tend to perform worse

• Markets remain unchanged

• Markets become highly volatile

Which factor is NOT mentioned as a global risk affecting markets?

• Climate change

• Technological advancements

• Currency fluctuations

• Central bank policies

Why are global equity managers currently bearish?

• Due to high inflation rates

• Because of currency risk

• Owing to technological disruptions

• Due to low unemployment rates

What is a key signal that could stabilize markets according to the transcript?

• A rise in unemployment

• An increase in interest rates

• A surge in stock prices

• A decrease in inflation

What should companies provide during earnings releases to satisfy investors?

• Historical performance data

• Specific guidance and plans

• General market trends

• Future stock price predictions