Japanese Equities Could Be Next Big Return, Says Arbuthnot Latham’s Perdon

The video discusses the recovery of global markets, focusing on the impact of a potential trade deal on American, Chinese, and Japanese equities. It highlights the risks in U.S.-Europe relations, particularly with Germany, and explores the current state and future outlook of bond markets. The potential influence of a U.S.-China trade deal on Federal Reserve policy is also examined, considering possible interest rate hikes if economic indicators improve.

Which market is considered the winner in the current trade scenario?

• European equity market

• American equity market

• Chinese equity market

• Japanese equity market

What is a potential risk mentioned in relation to US and European markets?

• Strengthening of the Japanese yen

• Improved US-China relations

• Increase in European exports

• Deterioration of US-German relations

Which region's equities are considered undervalued and underappreciated?

• Chinese equities

• European equities

• American equities

• Japanese equities

What is the current sentiment regarding US government bonds?

• High volatility expected

• Consolidation and price discovery

• Significant downside risk

• Significant upside potential

What might prompt the Federal Reserve to consider a rate hike?

• Improvement in PMIs and economic indicators

• A rise in European equity markets

• A decline in oil prices

• A decrease in US-China trade tensions