Lombard Odier's Lee on Markets and Strategies

The video discusses the expected rate hikes by central banks in New Zealand, Indonesia, and South Korea, highlighting the impact on the macro environment and markets. It also covers the earnings outlook across Asia, noting optimism in South Asia and potential downgrades in China and North Asia. The impact of Australia's election on climate policies and the commodity market is analyzed, with a focus on diversification as a strategy in volatile markets.

What are the potential impacts of the new Australian government on climate-related investment opportunities?

How does the current commodity market cycle influence investment strategies in Australia?

What is the recommended investment strategy in a volatile market environment according to Lombard Odier?