Kempen Capital Favors Bonds Over Equities Amid Global Slowdown

The video discusses the cautious stance of investors on equities, comparing current sentiment to the financial crisis. It highlights the impact of manufacturing slowdowns on services and employment, with a focus on global trade tensions. The bond market's role in predicting economic trends is examined, alongside interest rate movements and their effect on dollar strength.

What is the current sentiment of investors towards equities compared to the financial crisis?

• More optimistic

• Unchanged

• Less cautious

• More cautious

Which sector is currently showing initial signs of employment impact due to manufacturing issues?

• Technology

• Healthcare

• Auto

• Retail

What is the expected timeline for a potential recession according to the transcript?

• Early 2020

• Mid 2021

• Late 2020

• Late 2021

How does the bond market perceive the current economic growth?

• Slowed

• Stable

• Accelerating

• Unpredictable

What is the outlook for U.S. Treasury yields by the end of the year?

• Decrease

• Fluctuate unpredictably

• Remain stable

• Increase significantly