Temasek CIO Rohit Sipahimalani on Investment Outlook

The video discusses the economic outlook amid rising inflation and slowing growth, highlighting the challenges for equity markets. It contrasts the US and China's economic cycles, emphasizing China's growth potential despite regulatory challenges. Investment strategies focus on aligning with policy and understanding market influences. The role of investors in governance is explored, with a focus on engagement rather than activism. Key risks include inflation and geopolitical tensions, particularly the Russia-Ukraine situation, which could impact global economic spheres.

How does the speaker suggest investors should align their investments with policy in China?

What are the structural forces that may keep inflation higher in the next decade?

What potential impacts does the Russia-Ukraine situation have on the global economy?

What is the current geographical breakdown of the investment portfolio?