Rich Mullen

Ecaterina Bigos is the CIO for Asia ex-Japan Core Investments at AXA Investment Managers, and Rich Mullen is the Founding Partner and CEO at Pallas Capital Advisors. They discuss the volatility in Asian stocks influenced by U.S. trade policies and the Federal Reserve's future. Bigos highlights how tariffs are reshaping trade dynamics, particularly towards ASEAN countries. Mullen provides insights on market reactions following softer inflation data and speculations about Fed leadership, emphasizing the potential for significant market shifts.