This week we interviewed Clint Abraham Portfolio Investment Manager for Morningstar Australia. Clint made the very keen observation that with a range of vaccines being rolled out globally and the election of the Democrats there is complacency kicking in with people not understanding the underlying risks. Just because you cannot see “risks” because it is masked by artificially low interest rates and stimulus, does not mean that “risk “is not there. Risk was obvious at the time of the pandemic initially spreading and that was reflected in the sharp correction. However, the artificial measures in place have led to complacency and risk is no longer well understood again. To that end, Clint speaks to the measures that Morningstar have put in place to mitigate risk and where the opportunities lie.
Complacency takes a front seat (Viewing time 6 minutes)