FT News Briefing The struggle is real for investors in the high-rate era
Dec 5, 2022
Dive into the heated discourse between EU and US officials as they tackle green subsidies and the threat of a trade war. Discover how OPEC Plus is maintaining its production targets amid geopolitical tensions. Fund managers share firsthand insights on the trials they face in a high-rate era, grappling with investment strategies while adapting to shifting market dynamics. It’s a whirlwind of global economic challenges, raising questions about competitiveness, energy stability, and investor sentiment.
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EU-US Green Subsidy Tensions
- The EU is concerned about the US Inflation Reduction Act, which subsidizes American green tech companies.
- They worry this violates trade rules and encourages European companies to relocate to the US.
OPEC+ Waits and Sees
- OPEC+ decided to hold steady on oil production targets amid uncertainty surrounding the G7 oil price cap on Russian oil and the EU embargo.
- They await the impact of these measures on the market and Russia's response, including potential production cuts.
Investor Frustration
- Investors are frustrated by the current market conditions and struggling to adapt to the new era of higher interest rates.
- They find that traditional investment strategies are no longer as effective.