LGT Capital's Kumada on Markets, Strategy

The video discusses market expectations for interest rate hikes in 2022, the Federal Reserve's actions on inflation, and the implications for the equity market. It highlights the potential for market corrections and volatility, particularly in the high yield segment. The discussion also covers the economic growth outlook and the necessity of managing risk in investment portfolios.

What does the speaker imply about the future of interest rates and their impact on investment strategies?

How does the speaker characterize the recent volatility in the market?

In what ways does the speaker suggest that the economy is performing relative to potential growth?