Covid Driving Markets in Short Term: Robeco���s Crabb

The video discusses the short-term market impacts of COVID-19, particularly in Asia, compared to Europe and the US. It then shifts to the global regulatory crackdown on tech companies, with a focus on China. The discussion moves to the effects of the Delta variant and inflation on asset classes, highlighting the challenges faced by countries without fiscal support. Finally, corporate leaders' views on inflation are explored, emphasizing the importance of identifying companies that can manage input costs and maintain margins.

How could the access to data becoming a public good change the long-term earnings of companies?

What are the implications of corporate leaders assuming that inflation may not be transitory?