Global CIO's Jooste on Markets, Investment Strategies

The video discusses the impact of the Ukraine conflict on commodities, highlighting supply chain disruptions and inflation. It advises on investment strategies, emphasizing inflation-linked bonds and materials exposure. The dynamics between growth and value stocks are analyzed, considering market trends and Fed policies. China's economic challenges, including the property sector and deleveraging, are also examined.

What factors should investors consider when looking at growth stocks in the current market?

What challenges does China face in its property sector and how does it relate to economic growth?