As the war in Ukraine enters its third month, there is still little visibility on a resolution to the conflict in the near term and disruptions to the supply of energy and other commodities are fuelling widespread price increases that threaten to hurt global demand.
Investors remain concerned about the rising risk of a stagflationary path ahead for the world economy, marked by slow growth and high inflation – and these concerns are weighing heavily on risk appetite and overall sentiment.
In this podcast episode, Conrad Tan, investment strategist at Bank of Singapore, explores the three key market drivers which investors should pay attention to over the coming weeks.
