M&G's Perrett: No Direct Signaling On Fed Rate Moves

The video discusses the Federal Reserve's concerns about inflation and its impact on the economy, predicting a hawkish tone from Jackson Hole. It examines the effects of elevated bond yields on equities and the challenges in credit markets. The discussion shifts to China's economic conditions, investment opportunities, and the impact of policy decisions. It highlights opportunities in other markets like Indonesia and the potential of AI. Finally, it explores the shipping industry's future, emphasizing the need for energy-efficient transitions.

What are the potential risks for markets if inflation becomes stickier?

What opportunities are seen in Indonesia's market according to the discussion?

How is the shipping and shipbuilding industry expected to change in the coming years?