Covid Driving Markets in Short Term: Robeco’s Crabb

The video discusses the short-term impact of COVID-19, particularly the slower vaccine rollout in Asia compared to Europe and the US. It then shifts to the medium-term drivers, focusing on the global regulatory crackdown on tech companies, with a spotlight on China. The discussion moves to the Delta variant's impact on asset classes and the differing effects of inflation. Corporate leaders, like PepsiCo's CFO, express concerns about inflation's persistence, emphasizing the need for companies to adapt their strategies. The video concludes by highlighting the importance of identifying companies that can navigate these challenges effectively.

What are the potential consequences of the Delta variant on different asset classes?

How do corporate leaders perceive the nature of inflation, and what implications does this have for their planning?