Weiss President and CIO, Jordi Visser, regularly produces videos that provide a real-time interpretation of the market's most critical developments.
In his real-time video, Jordi takes listeners through what he believes to be some of the most important themes to start 2022. He highlights the impact of increased bond volatility coupled with uncertainty around rates will be very important.
Across his analysis, Jordi focuses on:
As real yields continue to move up from historic lows, investors should expect that inflation will not lower to expectations. Thus, it is important not to underestimate the pressure inflation presents across the market.