BNP Paribas’s Morris on Overweight Risk Assets, Equities

The video discusses global market strategies, focusing on asset allocation and potential market triggers. It highlights the impact of US-China trade relations and tariffs on equity markets. The UK political and economic outlook is analyzed, considering Brexit's effects on currency and growth expectations.

What is the current outlook on strategic asset allocation according to the video?

• Avoid risk assets entirely

• Neutral on risk assets

• Overweight risk assets

• Underweight risk assets

What potential action by Trump is mentioned as a market risk?

• Tweeting something that upsets the markets

• Reducing government spending

• Increasing interest rates

• Signing a new trade deal

How do tariffs impact the stock market according to the video?

• They increase profits

• They have no impact

• They stabilize profits

• They reduce profits

What is the current status of the UK's currency value compared to pre-referendum levels?

• Unchanged since the referendum

• Equal to pre-referendum levels

• Below pre-referendum levels

• Above pre-referendum levels

What is the expected focus of investors in Europe come January 4th?

• Brexit negotiations

• Global market index

• US-China trade relations

• Central bank policies