Positive on Risk Assets in Medium Term, BlackRock's Seth Says

The video discusses the economic outlook in the US, highlighting the potential for aligned fiscal and monetary policy and its positive impact on asset classes, particularly credit. It addresses the volatility caused by US elections and COVID-19, noting a decrease as uncertainties diminish. The video also explores emerging market currencies, emphasizing Asia's strong economic rebound. Investment opportunities in India, especially in credit markets, are examined. Finally, the video identifies Chinese credit as a strong conviction trade.

What is the expected impact of aligned fiscal and monetary policy in the US?

• Increased volatility in the market

• Positive outlook for certain asset classes

• Decrease in credit opportunities

• Higher interest rates globally

How does the reduction in volatility affect risk assets?

• It has no impact on risk assets

• It discourages investors from entering the market

• It increases the cost of waiting

• It encourages investors to re-enter the market

Which region is expected to have the strongest growth rebound in 2021?

• South America

• Europe

• North America

• Asia

What is the outlook for Indian investment grade credit?

• Neutral with no significant opportunities

• Positive, especially in high yielding aspects

• Declining due to market size

• Negative compared to the rest of the region

Which asset class is highlighted as a conviction trade?

• Chinese credit

• European bonds

• Japanese yen

• US equities