Miskin Says Fixed Income Offers Opportunities in 2019

The video discusses the impact of market sentiment and policy changes on global growth, particularly in the US. It explores investment strategies for 2019, focusing on bonds and equities, and emphasizes the importance of quality investments in fixed income. The analysis covers the healthcare and utilities sectors, highlighting their potential amidst earnings revisions. A barbell approach is suggested, balancing technology with defensive strategies. The video concludes with insights into the Federal Reserve's policies and the economic outlook for 2019.

What is the main concern for policymakers in 2019 according to the first section?

• Supporting markets and economies

• Enhancing technology growth

• Reducing global trade

• Increasing tax rates

Which investment strategy is suggested for 2019 in the second section?

• Focusing on investment-grade securities

• Investing heavily in high yield bonds

• Prioritizing emerging markets

• Avoiding fixed income entirely

Why are healthcare and utilities considered favorable sectors in 2019?

• They have the highest growth potential

• They are the only sectors with positive earnings revisions

• They are the least expensive sectors

• They have the most government support

What is the suggested approach for balancing sector investments?

• Avoiding technology due to high risk

• Focusing only on utilities

• A barbell approach with technology and consumer staples

• Investing solely in technology

What might the Federal Reserve consider changing in 2019?

• Increasing interest rates significantly

• Maintaining the current autopilot strategy

• Reducing the balance sheet aggressively

• Adjusting the autopilot strategy due to economic changes