In the interview, Isaac Poole from Oreana mentions his concerns regarding a potential economic downturn that could be worse than anticipated in the upcoming months. He highlights the likelihood of at least one more rate hike by the Federal Reserve and the slowing PMI data, which contribute to his cautious outlook for Q2 and the remaining part of the year in the US equity markets.

While there is speculation that the Federal Reserve may continue to raise rates amidst strong data, Isaac refers to negative historical outcomes and worries about similar consequences. On a positive note, he shares his optimism for China’s growth, with PMIs indicating over 6% growth this year, making Chinese equities a more appealing option. To safeguard against potential market distress, Isaac advises focusing on short-dated government bonds.

(Source: Ausbiz)

Click here to watch the interview.

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