Pella Fund's Glass on Global Markets, Strategy

The video discusses Moderna's vaccine pipeline, highlighting the potential benefits and risks of their combination respiratory vaccine. It emphasizes the importance of balancing high-risk stocks like Moderna with diversified portfolios. The discussion shifts to inflation, exploring various theories and their impact on market strategies. Finally, the video highlights investment opportunities in Scandinavian markets, noting their strong balance sheets, innovation, and ESG credentials.

What are some of the sectors mentioned that could benefit from increased inflation?

What characteristics make Scandinavian markets appealing for investment?

Which companies are highlighted as examples of innovative businesses in Scandinavian countries?