Stocks on 'Glidepath' to the Upside, Credit Suisse's Connors Says

The video discusses the performance of major asset classes and market fundamentals, highlighting the long economic recovery and the potential risks and opportunities in 2020. It explores hedge funds' strategies, particularly in the macro space, and the influence of central banks and populism on the market. The transcript also covers the challenges of short covering and the impact of liquidity measures by the Fed.

What is the current state of fundamentals across major asset classes?

• They are volatile and unpredictable.

• They are stable and neutral.

• They are stretched and less attractive.

• They are undervalued and attractive.

What is a significant factor contributing to the upside risk in 2020?

• Increased consumer spending

• Strong economic growth

• Light positioning in active funds

• High inflation rates

How are macro managers adapting to the current market environment?

• By avoiding currency markets

• By engaging in tactical strategies and playing populism

• By focusing solely on long-term trends

• By investing heavily in technology stocks

What has been a major influence on the macro-driven market?

• Trade agreements

• Environmental policies

• Central banks and populism

• Technological advancements

What challenge do short sellers face in the current market?

• High interest rates

• Increased competition

• Liquidity measures by the Federal Reserve

• Lack of investment opportunities