The conflict between Russia and Ukraine could give investors another opportunity to prepare for higher inflation and rates, according to Isaac Poole, Global CIO for Oreana. In his mind, there still isn’t enough risk premia priced in. Things may get worse before they get better, and an “abundance of humility” is useful during these extremely uncertain periods. His portfolio reflects a medium-term outlook, and isn’t in a rush to add. As markets lose interest in aggressive rate hikes from the central banks, what does that mean for equities going forward? And Isaac’s snappy response to the RBA’s patience? It’s time to “tear up the statement”, but not yet, and he reveals why. (Source: Ausbiz) Click here to watch the interview.

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