There Isn’t Much Upside From Here in Markets, Says Deutsche Bank’s Huynh

The video discusses the cautious market strategy leading up to APEC, highlighting the lack of fundamental changes despite agreements announced by President Trump. It analyzes market performance, noting strong results in Europe and the US, but limited upside potential due to geopolitical risks and valuation concerns. The video also explores opportunities in emerging market bonds, advising against developed market sovereign bonds due to unattractive yields.

What is the recommended investor strategy leading up to the APEC meeting?

• Remain cautious and wait for more details

• Aggressively buy stocks

• Invest heavily in technology stocks

• Sell all investments

How have most markets in Europe and the US performed year-to-date?

• They are in double-digit territory

• They have declined significantly

• They have remained stagnant

• They have shown negative growth

What is the main geopolitical concern for Asian clients?

• US-China trade tensions

• Brexit

• Turkey and Syria conflict

• North Korea's activities

What is the outlook for earnings growth in most equity markets?

• Unpredictable fluctuations

• Rapid decline expected

• No significant growth anticipated

• Strong growth expected

Where does the speaker see value in the bond market?

• US municipal bonds

• Corporate bonds in Europe

• Emerging market bonds

• Developed market sovereigns