Global CIO's Jooste: Market Being Driven By Liquidity, Momentum, Positive Sentiment

The video discusses the current state of the market, focusing on liquidity, oil prices, and potential market rallies or corrections. It highlights the impact of COVID-19 on global economies, particularly in New Zealand, and the challenges of predicting post-pandemic consumer behavior. The discussion also covers the strain on supply chains and the potential for cost-push inflation. The video concludes with investment strategies that emphasize localization and regional models due to changing global dynamics.

What challenges does the speaker foresee regarding the pandemic and consumer behavior?

What changes in investment strategy does the speaker suggest in response to new realities?