[Strategic DeepDive] Axel Christensen (Blackrock) on a new investment paradigm, asset prices, inflation and implications for emerging economies

The Enthusiast

On this episode Pat sits down with Axel Christensen, Chief Investment Strategist and Managing Director for Latin America & Iberia at leading asset manager Blackrock to dive into the current macro environment, how it affects investment decisions and what it means for emerging markets.
On this episode you will learn about:

• The interplay between interest rates and investment decisions
• Currency fluctuations in emerging markets and LatAm specifically
• What is the new investment paradigm and how to make decisions in a more volatile world
• Which building blocks in financial ecosystems in emerging markets are still missing
• The state of crypto and the road ahead towards more regulation

*This episode is not investment advice.
Axel Christensen is sharing his own opinion and analysis of the current marco environment and how it affects the investment landscape.

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Chapters

1. [Strategic DeepDive] Axel Christensen (Blackrock) on a new investment paradigm, asset prices, inflation and implications for emerging economies (00:00:00)

2. Where are we at the moment in the macro-economy? (00:02:56)

3. A new paradigm of investing? (00:05:25)

4. Inflation will stay at high levels? (00:07:35)

5. Effects in emerging markets and tapering measures by Central Banks (00:10:55)

6. Interplay between different asset classes in a risk on vs. risk off environment (00:16:57)

7. What about Private Equity? (00:23:42)

8. On the attractiveness of LatAm (00:26:33)

9. What pieces are still missing in emerging markets financial ecosystems? (00:29:12)

10. The devaluing of crypto assets and its implications for EMs (00:36:01)

11. Fast Speed Round (00:41:32)