Inflation, interest rates and the market direction
Macro-economic factors such as inflation and interest rates remain the dominant forces behind market movements and volatility. One of the key challenges is to gauge the impact of higher interest rates and lower economic growth on company fundamentals as well as earnings. As we are entering the reporting season in the U.S., we are pleased to invite Monik Kotecha, Chief Investment Officer of Insync Funds Management and Emmanuel Calligeris, Chairman of Investment Committee for an update on both the domestic and global share markets as things continue to consolidate and to reset.
