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[Strategic DeepDive] Axel Christensen (Blackrock) on a new investment paradigm, asset prices, inflation and implications for emerging economies
Manage episode 351397536 series 3378375
Pat Alex द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Pat Alex या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
On this episode Pat sits down with Axel Christensen, Chief Investment Strategist and Managing Director for Latin America & Iberia at leading asset manager Blackrock to dive into the current macro environment, how it affects investment decisions and what it means for emerging markets. On this episode you will learn about: The interplay between interest rates and investment decisionsCurrency fluctuations in emerging markets and LatAm specifically What is the new investment paradig...
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अध्यायों
1. [Strategic DeepDive] Axel Christensen (Blackrock) on a new investment paradigm, asset prices, inflation and implications for emerging economies (00:00:00)
2. Where are we at the moment in the macro-economy? (00:02:56)
3. A new paradigm of investing? (00:05:25)
4. Inflation will stay at high levels? (00:07:35)
5. Effects in emerging markets and tapering measures by Central Banks (00:10:55)
6. Interplay between different asset classes in a risk on vs. risk off environment (00:16:57)
7. What about Private Equity? (00:23:42)
8. On the attractiveness of LatAm (00:26:33)
9. What pieces are still missing in emerging markets financial ecosystems? (00:29:12)
10. The devaluing of crypto assets and its implications for EMs (00:36:01)
11. Fast Speed Round (00:41:32)
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