The Lockdown Slowdown [VIDEO]

Jordi Visser

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Weiss President and CIO, Jordi Visser, regularly produces videos that provide a real-time interpretation of the market's most critical developments. 

In his most recent video, Jordi talks about the current Asian recession due to lockdowns and the pent-up demand that is likely to be unleashed on the global economy in 2022. With 60% of the world's population and a contribution of more than 60% of global GDP, Jordi believes the real story isn't fear of Covid anymore. In Jordi's opinion, the Asian reopening story is the thing that serious investors should be focused on as they begin thinking about how to position their portfolios for 2022.

 

Beginning with the Goldman Sachs Lockdown Index and Asian PMIs, Jordi walks through the depths of the Asian recession lockdown, the psychological impacts of the bottlenecks and lockdown, and the implications of an unsynchronized recovery. Along the way, Jordi offers a prediction for a weakened US Dollar and energy prices grinding higher.

As always, we encourage your feedback on these topics or any others that are of interest. Email us at investorrelations@gweiss.com

 
 
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Important disclosures: Disclosures: This content (the "Insights Page") is provided by Weiss Multi-Strategy Advisers LLC ("Weiss"). The views expressed on the Insights Page are for informational purposes only and are subject to change without notice. Information on the Insights Page has been developed internally and is based on market conditions as of the date of the original post on the Insights Page from sources believed to be reliable. Nothing on the Insights Page should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to buy or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. Please consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked on the Insights Page. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement or ongoing monitoring by Weiss of any hyperlinked site. Investing in securities is speculative and involves substantial risk of loss.