StanChart's Brice on 2022 Market Outlook

The video discusses the impact of recent market changes, focusing on the Fed's potential rate hike and its implications. It explores the divergence in central bank policies, the expected performance of equity markets, and the role of gold as an inflation hedge. The discussion highlights the complexity of inflation and the strategic positioning in financial markets.

What are the implications of the Fed's speed and endpoint for interest rates this year?

How does the current economic growth compare to the pre-pandemic average?

What is the expected number of rate hikes from the Fed this year, and why?

Discuss the potential performance of global equities in 2022 based on historical trends.

What factors are contributing to the inflation outlook for the coming year?

How might the labor market's tightness affect inflation and economic growth?

What is the rationale behind maintaining a gold allocation in investment portfolios?