Navigating Q2 – 2022 : Market Outlook & Key Investment Themes

Russia’s invasion of Ukraine, like the pandemic, has caused a major shock for financial markets. Oil, gas and food prices have soared, and growth is weakening in energy-importing countries. Central banks face difficult trade-offs between curbing inflation and supporting economies. Officials urgently seek alternative energy supplies, and geopolitical risks have surged as western nations threaten to sanction Russia’s potential allies while governments everywhere have started to increase defence spending. Our experts from Bank of Singapore’s CIO office, discuss the key investment themes which will drive the second half of 2022: geopolitical uncertainty, rising inflation, China’s stability, and alternative assets in a volatile world. Speakers: Jean Chia Mansoor Mohi-uddin Eli Lee