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Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)
Manage episode 327190080 series 2973891
By the end of March, the S&P was only 5% shy of its all-time highs set in early January despite intensifying geopolitical and economic uncertainty. In fact, in early March US equities staged one of the largest and fastest bear market rallies since 1928. But the move back into the growthier tech complex in the US has now faded into April.
In this Q1 2022 market update, Alison Savas and Sunny Bangia discuss:
- 01:30: Why Stagflation has become Antipodes’ ‘base case’
- 04:40: The risk of Central Bank policy error
- 07:50: Antipodes’ portfolio positioning
- 10:30: Why Antipodes in holding the line on Chinese stocks
- 26:00: Antipodes’ China exposures
47 епізодів
Manage episode 327190080 series 2973891
By the end of March, the S&P was only 5% shy of its all-time highs set in early January despite intensifying geopolitical and economic uncertainty. In fact, in early March US equities staged one of the largest and fastest bear market rallies since 1928. But the move back into the growthier tech complex in the US has now faded into April.
In this Q1 2022 market update, Alison Savas and Sunny Bangia discuss:
- 01:30: Why Stagflation has become Antipodes’ ‘base case’
- 04:40: The risk of Central Bank policy error
- 07:50: Antipodes’ portfolio positioning
- 10:30: Why Antipodes in holding the line on Chinese stocks
- 26:00: Antipodes’ China exposures
47 епізодів
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