In this video, Lukasz de Pourbaix, Executive Director and CIO of Lonsec Investment Solutions provides an update on our macroeconomic views following Lonsec’s quarterly Asset Allocation Investment Committee meeting. A key topic of discussion was inflation. The rise we’ve seen over the recent years has now been amplified by the current situation in Russia and Ukraine and the conflict that we’re seeing. We’re also seeing the increasing possibility of interest rates going up domestically and the impact on asset valuations. Lukasz explains what this means from a portfolio perspective and positioning.
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