Credit Suisse's Woods Is Overweight Equities, Positive on Energy

The video discusses market cycles, asset allocation, and economic growth, highlighting the late-stage cycle positioning for 2019. It covers the impact of industrial production on growth, inflation trends, and market performance in 2018. The outlook for 2019 includes predictions of mean reversion, emerging market performance, and dollar stability.

What is the central thesis behind the asset allocation strategy discussed in the first section?

• Avoid all risk assets

• Invest heavily in real estate

• Overweight equities and focus on energy and commodities

• Underweight equities and focus on fixed income

Which sector's disruption has significantly impacted global industrial production?

• Auto sector

• Agricultural sector

• Technology sector

• Healthcare sector

What is the expected trend for US economic growth in the coming year according to the second section?

• Deceleration

• Acceleration

• Rapid growth

• Stagnation

What is the anticipated performance of equities in the major developed market benchmarks over the next 12 months?

• Negative returns

• 0-2% returns

• 5-7% returns

• Over 10% returns

How is the US dollar expected to behave in the second half of the year?

• Weaken

• Remain stable

• Strengthen significantly

• Fluctuate wildly