Bank of Singapore Is 'Overweight' European Stocks, Malik Says

The video discusses market predictions for 2020, highlighting potential underperformance in US equities due to high valuations and economic uncertainties. It suggests a neutral stance on US equities, with a preference for European markets. The video also covers investment strategies, emphasizing the need to recalibrate positions amid trade tensions and political events. Insights into debt markets and treasury yield predictions are provided, with a focus on emerging markets and potential impacts of US elections.

What is the main reason for the expected underperformance of US equities in 2020?

• Peaking earnings and high valuations

• High earnings growth

• Strong economic cycle

• Increased tax benefits

Which region is considered more compelling in terms of valuation compared to Asian and American peers?

• US

• Japan

• Emerging markets

• Europe

What is the Bank of Singapore's forte in the debt market?

• Corporate bonds

• US Treasury bonds

• Emerging market high yield debt

• Municipal bonds

What is the expected change in the 10-year treasury yield over the next 12 months?

• Decrease to 1.5%

• Remain at 1.8%

• Drop to 1.0%

• Increase to 2.43%

Which political event could significantly impact the market according to the transcript?

• US presidential elections

• Brexit negotiations

• OPEC meetings

• G7 summit