Macquarie's Lakos on Markets, Inflation

The video discusses potential economic risks for the next year, focusing on inflation and central bank policies. It highlights the impact of supply chain disruptions and unsynchronized wage growth on inflation. The speaker suggests investment strategies in an inflationary environment, emphasizing infrastructure and commodities like gold and lithium. Thematic investing is recommended over broad index investing, with a focus on specific sectors like mining and electric vehicles.

In what ways are companies adjusting their portfolios in response to inflation?

What is the significance of lithium demand in the context of electric vehicle penetration?