Focus More on Equities, Fixed Income, Says LGT Bank’s Hofer

The video discusses recent market corrections, focusing on inflation and its impact on fixed income and equity markets. It explores the transitory nature of inflation, the role of commodities, and the global vaccine rollout's effect on investment strategies. The discussion includes a focus on mature markets like Japan and Europe, and the challenges faced by emerging markets such as India. Strategies for hedging volatility in fixed income and the potential for increased volatility across asset classes are also covered.

What is the significance of the vaccine rollout in investment decisions?

How should investors approach the current volatility in fixed income markets?

What strategies are suggested for investors with different risk appetites?