Market Insights

Market Insights

Market Insights
22:18

Market Insights

Market Insights

Between the Lines

After a stellar start in global financial markets that extended the bull run in 2017, how sustainable is the rally? As investors cheer a rebounding global economy and expect the Fed to opt for mild tightening, money is pouring into emerging markets. Even as companies upgrade their earnings estimates, does the two-year EM rally have legs? Much hinges on whether the economic upswing stokes inflation that could trigger a breakout in longer-term bond yields. The dollar's trajectory is another concern as jitters grow over trade protectionism and U.S. twin deficits. With valuations, higher rates, inflation and politics at play, find out where to put your money on Market Insights. Host Chloe Cho debates the issues with her panel including Jeffrey Roskell of JPM Asset Management, Geoffrey Wong of UBS Asset Management, Robert Rountree of Eastspring Investments and UOB's Abel Lim at UOB's Privilege Conversations forum. 

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