Oct 18, 2021
Welcome to Finance and Fury. I was looking at an interesting survey that is regularly conducted – so in this episode What do investment managers think the top risks to the markets are?
Looking at the DB survey - One of the questions that the 600 participants were asked: “Which of the following do you think pose the biggest risks to the current relative market stability?” – where they had 13 answers in total to choose from – These are not in order – but I will list all 13 out and let you think about what you think the biggest threats are to financial markets and see how it stacks up against the predictions of wall street
So what do you think? – No right or wrong answers – the results are simply the opinions of the 600 survey participants
The poll shows that it appears that the fears from government responses to covid is officially over - According to the latest monthly survey of 600 global market participants conducted by DB - for the first time this year, the biggest perceived risk to markets is no longer government responses to covid. Instead, the top three risks are:
Overall – higher than expected inflation/bond yields are the biggest perceived risk by professional investment managers – but the flow on effects from this are really what matters
The final question of relevance – and what is most important to investors – the end result of market prices – “in your opinion, do you think there will be an equity correction before the end of the year?”
So in summary – did your views line up with wall street?
Thank you for listening to today's episode. If you want to get in contact you can do so here: http://financeandfury.com.au/contact/