Plurimi CIO Favors Non-U.S. Equities

The video discusses the Federal Reserve's potential rate hikes over the next 12 to 18 months, considering recent economic data and market volatility. It explores the impact of global economic factors, such as oil prices and inflation, on the Fed's decisions. The discussion also covers market value assessments outside the US, particularly in Japan, and expectations for inflation. The video compares the strategies of the Fed and the European Central Bank (ECB), considering potential interest rate hikes and economic growth. The analysis includes the impact of equity market volatility on credit and treasury markets.

What is the Federal Reserve's plan for interest rate hikes over the next year?

• Two hikes

• No hikes

• One hike

• Three hikes

Which market is considered to have fair value on earnings but is still expensive on other metrics?

• China

• India

• United States

• Japan

What is the expected impact of inflation on the Federal Reserve's actions next year?

• Inflation will not affect the Fed's actions

• Inflation will remain stable

• Inflation will surprise to the upside

• Inflation will decrease significantly

Which central bank is expected to introduce a new TLTRO program?

• Bank of England

• Federal Reserve

• European Central Bank

• Bank of Japan

What is the anticipated base rate in real terms after the Fed's potential hikes?

• 3%

• 2%

• 1%

• 0.5%