Macquarie's Lakos on Global Market

The video discusses the current economic landscape, focusing on central banks, inflation, and market trends. It highlights the potential for a downturn in the US economy and the impact of high borrowing costs on earnings. The discussion also covers the European market's resilience amid energy shocks and the global economic outlook, including China's role in stimulating growth. Investment strategies are explored, emphasizing selective resources like electric vehicles and lithium.

What are the implications of high borrowing costs on businesses?

How is the European market responding to the current economic conditions?

What are the key themes in asset allocation for the upcoming period?