31:57

EssentialThe Expert View

Risk Assets have Front-Run Reality

Featuring Tian Yang

Mar 25, 2019 • 31 minutes

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Essential

The Expert View

Risk Assets have Front-Run Reality

Tian Yang, head of research at Variant Perception, believes that investors may be ignoring the shifts in central banks' priorities.

Featuring Tian Yang

Mar 25, 2019 • 31 minutes

Risk assets have rallied aggressively in the first quarter of 2019, in what appears to reflect an anticipation that global central banks will repeat the reflation trade that they initiated in early 2016. But Tian Yang, head of research at Variant Perception, believes that investors may be ignoring the shifts in central banks' priorities and in the inflation picture that have transpired between then and now. For that reason, the recent divergence between asset prices and leading indicators could leave many markets looking vulnerable, Filmed on March 19, 2019 in London. Variant Perception's research note 'No Deja-Vu: 2016 Reflation Analogy Does Not Fit' was published on Real Vision's Think Tank on March 14, 2019. Variant Perception's research note 'Understanding Bear Markets' can be found on their website by clicking here: https://bit.ly/2HKqh3M Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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