Macquarie's Lakos on 2H Outlook

The video discusses the current market outlook, highlighting a cautious approach due to potential recession risks. It covers asset allocation strategies, emphasizing alternative assets and fixed income. Inflation trends and interest rate expectations are analyzed, with a focus on the US, Europe, and Australia. The video also examines the Chinese and Japanese markets, noting the need for stimulus in China and the economic conditions in Japan.

What is the expected peak rate in Australia and the anticipated duration for holding that rate?

What are the potential catalysts for foreign investment in Chinese assets?

How is Japan's economic situation different from that of the Western world in terms of inflation?