Overly loose fiscal and monetary policy during Covid-19 was a "mistake," according to the chief investment officer of asset management firm Antipodes Partners. I think, though, we're probably in a different regime where we have to expect greater volatility around not just inflation but economic growth," he said. So we think there's a fair amount of downside on the S & P EPS [earnings per share] numbers." "The digital industries business is a really good software-hardware factory automation business, and decarbonization is all about reengineering supply chains. So a lot of investment is required, and Siemens I think benefits from that," he said.

---