Inflation Will Stay Higher for Longer Says Sturkenboom

The video discusses the ongoing inflation and energy price dynamics influenced by the Ukraine conflict, affecting global markets. It highlights shifts in investment strategies, with a focus on US stocks and high-yield bonds, while underweighting European equities. The asset allocation strategy emphasizes risk management, with a preference for natural resources. The Ukraine conflict's economic impact is analyzed, noting the unprecedented sanctions on Russia. Lastly, China's economic dynamics are explored, considering energy prices and regulatory risks.

What is the current outlook for the conflict between Ukraine and Russia?

How is the economic situation in China affecting global markets?

What are the risks associated with investing in China at this time?