Spirit Super CIO: Risk of Extended Inflation Increasing

The video discusses market reassessment strategies in light of inflation, global investment opportunities, and the challenges of fixed income and currency exposure. It also explores the potential and risks of cryptocurrency investments for institutional portfolios, highlighting the volatility and governance issues. The discussion includes the impact of global supply chain disruptions and the role of private equity, particularly in Australia.

What challenges do institutional investors face regarding fixed income investments in the current environment?

How are cryptocurrencies viewed in the context of institutional investment strategies?

What potential impact could central bank digital currencies have on the financial landscape?