LGT Bank's Hofer on Investment Strategies

The video discusses recent economic downgrades in the US and China, highlighting inflation concerns and the Federal Reserve's potential tapering announcement. It explores investment strategies in equity markets, particularly in the health care sector, due to its stability. The impact of Evergrande on global growth and potential spillovers to other sectors is examined. Finally, the video addresses stagflation risks, emphasizing supply chain issues and the need for cost reductions to avoid economic stagnation.

What is the significance of the Federal Reserve's potential November tapering announcement?

In what ways could energy prices act as a tax on consumers?