BNP Paribas WM's Tam on Markets, Strategy

The video discusses the current market volatility and the potential for a global recession, particularly in the US and European equity markets. It highlights the European energy crisis and its impact on consumer confidence. The speaker suggests diversification into private infrastructure as a defensive investment strategy. Opportunities in domestic Asian markets are also explored, with a focus on easing measures and potential volatility. The importance of maintaining a cash position and investing in quality bonds is emphasized.

What are the expected effects of the upcoming party Congress on the domestic markets?

Why is holding cash considered important in the current economic climate?

What investment strategies are suggested for navigating the current market challenges?