AMP's Oliver Sees 4 to 5 Fed Rate Hikes in 2018

The video discusses the baseline scenario for inflation and its impact on asset allocation, predicting that US inflation will rise faster than the Federal Reserve anticipates, leading to multiple interest rate hikes. It examines US inflation expectations, the outlook for US 10-year paper, and the potential impact on equity markets. The discussion highlights the ongoing adjustment to higher inflation and interest rates, with a focus on the US economy's strength and its effect on market volatility.

What impact might rising interest rates have on equity markets according to the text?

What factors could offset the negative impact of rising interest rates on share markets?