Rates, regulation and redistribution are all increasing. Are investors entering a new regime of higher inflation and volatility? What impact does this environment have on valuations, particularly as central banks reduce their influence? What investment style is most conducive to this market regime?
Speakers:
Atul Lele, Portfolio strategist, Bridgewater Associates
Chair: Colin Tate AM, Chief executive, Conexus Financial
Investor response: Brad Bugg, Head of multi-asset portfolio management, Morningstar