Lombard Odier Reducing Our Risk Asset Allocation: CIO

The video discusses global economic challenges, including the war in Ukraine, inflation, and China's COVID-19 policy. It highlights the impact of these factors on risk assets and currency markets, particularly the strength of the US dollar and its effect on emerging markets. The speaker advises caution in Asian investments, favoring US stocks and commodities as a hedge against inflation. The Philippines' economic outlook is also examined, noting potential fiscal changes and their impact on the peso.

What factors make certain emerging market currencies more vulnerable?

What is the recommendation regarding investment in commodities in the context of inflation?

What are the expectations for the Philippine peso following the new government's investment plans?