How to Invest When Bonds Are Priced to Perfection

The video discusses the global bond market, highlighting the US fixed income as a preferred choice despite uncertainties. It advises against extending duration in the US market due to potential Fed policy mistakes. The UK faces economic challenges, with a mild recession expected due to investment collapse and trade frictions. Sterling is predicted to weaken further, while the US dollar and Japanese yen are seen as stable currencies.

Which region is considered the default winner in the bond market according to the speaker?

• UK

• Europe

• Japan

• US

What is the speaker's recommendation regarding investment duration in the US market?

• Maintain the current duration

• Lengthen the duration

• Switch to equities

• Shorten the duration

What economic condition is the UK expected to face according to the speaker?

• Stable growth

• Economic boom

• Mild recession

• Deflation

What is the expected future value of the Sterling against the dollar?

• 1.22

• 1.10

• 1.35

• 1.50

Which currencies are considered winners in the current economic scenario?

• Euro and Pound

• US Dollar and Japanese Yen

• Swiss Franc and Chinese Yuan

• Australian Dollar and Canadian Dollar