Mark Giambrone, Head of US Equities and Portfolio Manager & Analyst at Barrow Hanley Global Investors shares his insights on how long he thinks the temporary pullback we're seeing in the markets will last, whether the oil markets have already priced in the conflict between Iran and Israel and what trouble the Fed is dealing with.
During the rare periods where inflation has turned negative due to sharp economic downturns, bonds have outperformed stocks, as measured by the S&P 500 Index. But as inflation levels rise, that dynamic shifts. With that in mind, Mark also does a deep dive on whether risks have shifted from recession to inflation?
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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