2022 Outlook with Head of Asset Allocation Malcolm Wood

Ord Minnett Podcast

Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets. The in-depth conversation includes: • Why the US has an emerging inflation issue that is likely to see multiple interest rate rises over the next 12 months; • How Australia compares to the US on inflation and interest rate expectations; • Why the recent volatility in investment markets, driven by the inflation issue and the US earnings season, is likely to persist; and • Mal’s preferred asset allocation, with caution on growth assets including underweight US equities, but overweight Australian and Emerging Market equities. *** Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.