Environment Still Conducive to Risk Assets: StanChart’s Brice

The video discusses market trends, focusing on risk assets and the impact of COVID-19 on market dynamics. It analyzes bond yields, market confidence, and the outlook for equities in different regions, particularly Europe, the US, and Asia. The discussion also covers inflation expectations and labor market dynamics, emphasizing the importance of vaccination rollouts and the potential for economic recovery.

What is the general outlook for risk assets according to the speaker?

• They will remain stagnant.

• They are too risky to consider.

• They are seen as a buying opportunity.

• They are expected to decline significantly.

What is the expected trend for the US 10-year bond yield over the next 6 to 12 months?

• It will remain stable.

• It will decrease significantly.

• It will gradually increase.

• It will fluctuate unpredictably.

Which regions are preferred for equities according to the speaker?

• Asia and Africa

• Middle East and North Africa

• Europe and the US

• South America and Australia

What is needed for Asia to be upgraded to an overweight allocation?

• An increase in oil prices

• A stronger US dollar

• A decrease in global inflation

• A peaking of COVID-19 cases and successful vaccination rollout

How are inflation expectations expected to change as more people return to the labor market?

• They will become unpredictable.

• They will remain unchanged.

• They will decrease.

• They will increase significantly.