Q4 investment outlook: batten down the hatches

[MongiIG]

With few places to hide, investors should look out for opportunities that will lead the recovery when it happens.

IGTV’s Jeremy Naylor caught up with Close Brothers Asset Management chief investment officer, Robert Alster, who is finding few, if any, words of encouragement for the immediate future. He says he needs to see more than just one number to persuade him that the inflation tide has turned. In the interim, investors should look for opportunities in commodities in the hope that China will reverse its zero-Covid policy that is currently keeping the lid on demand.