Qontigo Olivier d'Assier on Market Risks

The video discusses the impact of midterm elections on markets, highlighting increased volatility and uncertainty. It explores global risks, including currency fluctuations and geopolitical issues like the Ukraine war. The need for clear market signals and reliable economic indicators is emphasized, with a focus on inflation and unemployment. The importance of specificity in CEO guidance during earnings season is also discussed, as investors seek detailed information to make informed decisions.

What factors contribute to the uncertainty in making economic forecasts according to the text?

How has the volatility in the market changed compared to previous months and years?

What are some of the risks mentioned that global fund managers have to deal with?

What specific signals are investors looking for to gain confidence in the market?

What advice is given to CEOs regarding their earnings releases in the current market environment?