Australian Super CIO Delaney on Global Markets

The video discusses managing investment expectations, current market conditions, and defensive strategies. It explores attractive investment opportunities, hedging strategies, and diversification in portfolios. The speaker provides insights into investment strategy and risk assessment in China, deal making in Australia, and future opportunities. The video concludes with a discussion on inflation and its impact on markets.

What conditions would lead the speaker to increase exposure to Chinese investments?

What are the implications of inflation on investment strategies according to the speaker?

What does the speaker believe about the persistence of inflation and its effects on investments?

What strategies does the speaker suggest for hedging against inflation?