Worthwhile webinar, very insightful for the under 10 minutes. Here are my key takeaways (I missed the first minute):
Charts and discussion indicated that inflation will be 4% on average in 2023 - graph showed smoothed inflation numbers compared to sticky inflation (has dropped to -2%). Inflation not going down to previous numbers.
US Tech Earnings - back in 2021 forecasts were way off. GQG trended earnings based on 2014 to 2019 trend and the growth levels have come back to this trend level (why tech has fallen over the last year)
EM stocks will do well as the DXY to USD is trending back together again, at least from a USD investors perspective this is very positive. Uptrend in AUD may continue given commodity trend.
GQG Price at posting:
$1.43 Sentiment: Buy Disclosure: Held
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(20min delay)