Still Constructive on U.S. Stocks, Northern Trust's McDonald Says

The video discusses the rise in the NFIB Small Business Confidence Survey and its implications for market performance, particularly US equities. It explores asset reallocation strategies in a low-inflation environment, highlighting the attractiveness of high yield bonds. The impact of the trade war on commodity prices and oil demand is analyzed, with a focus on the effects on China and the US. Finally, the video examines the long-term potential of emerging markets, despite short-term challenges.

What is the primary reason the US market is considered insulated from trade risks?

• Its reliance on international trade

• Its self-sufficient economy

• Its dependence on emerging markets

• Its focus on European markets

In the context of low inflation, what investment strategy was highlighted?

• Increasing cash reserves

• Investing in inflation-linked bonds

• Focusing on emerging market equities

• Allocating funds to high yield bonds

How has the trade war affected commodity prices according to the discussion?

• Decreased commodity prices

• Stabilized commodity prices

• No impact on commodity prices

• Increased demand for commodities

What is the long-term outlook for emerging markets despite current challenges?

• They will outperform global equities in the short term

• They have strong return potential over five years

• They will face continuous decline

• They will remain stagnant

What factor is contributing to the weakness in the broad commodity complex?

• Weakness in the US dollar

• Increased trade with Europe

• Concerns about global growth

• Strong economic growth in China