The two biggest investor fears are too much inflation and too little growth, says Melissa Brown, Managing Director of Applied Research at Qontigo. She discusses inflation expectations for the year, mentioning what is “good” inflation versus “bad” inflation.
Melissa Brown, Qontigo’s Global Head of Applied Research, spoke with Hardika Singh of The Wall Street Journal about her outlook on the markets. According to Melissa, market rallies during low trading volumes of the summer months can be hard to maintain come fall when volumes typically increase.
Listen to Olivier d’Assier appearance on CNA National Asia First. In his segment, which starts at the 2:18:55 mark, Olivier covers US-China relations and their influence on market sentiment, as well as the corporate bond market situation.
Melissa Brown says currently, investors are torn between opposing forces: inflation vs central bank accommodation. If bad news and negative sentiment signals potential issues, high valuation will just exacerbate that issue if equities do end up falling. She notes high volatility and high beta stocks have fallen out of favor, while value stocks are stalling.
Olivier d’Assier joined MONEY FM 89.3 on Prime Time to discuss what indicators Qontigo is tracking to determine market bubbles, and how badly should investors brace themselves should these potential bubbles burst.
Against the backdrop of positive vaccine developments and upbeat Chinese data, the benchmark Straits Times Index (STI) rebounded from the previous day’s loss to close 0.29 per cent or 8.17 points higher at 2,814.12.
“The SDI AOP is a huge step forward by creating a set of easy-to-use and cost- efficient data – as opposed to a piece of required software – that can be incorporated into existing tools for investment decisions and reporting,” explains Ian Webster, Senior Managing Director at Qontigo.