HSBC Asset Mgmt. APAC CIO Cecilia Chan on Markets, Strategy

The video discusses inflation concerns, market focus on growth, and the potential for a policy mistake by the Fed. It examines evidence suggesting inflation is temporary and analyzes market reactions, including interest rate expectations. The discussion shifts to investment strategies in a low return environment, emphasizing diversification and sensitivity to valuations. Finally, it addresses valuation concerns and market momentum, highlighting the balance between growth and value stocks.

What role does the Central Bank play in the context of inflation and interest rates according to the speaker?

What are the implications of the steep US Treasury curve on inflation expectations?

How does the speaker suggest investors should approach the current market environment?