[Outlook-in-Five] Power Play – Game Plan for Q2’2022

The Russia-Ukraine war, which has entered its next phase, has been met with wide-ranging sanctions on Russia, and these in turn have had downstream implications on energy supply, inflation expectations, interest rates and bond yields. Caught in the crosshairs of this conflict is the global economy, as policy makers face the twin dilemma of combating inflationary forces with monetary tightening measures while taking care not to derail the nascent economic recovery in the process As we kick off Q2 of 2022, it is timely for us to re-adjust our game plan and chart the course for the rest of this year. In this podcast episode, our Chief Investment Officer, Jean Chia, explores the four key investment themes for investors to focus on for the second quarter of 2022. Tune in to find out more.