Market Pricing Rates Appropriately, Lazard's Temple Says

The video discusses the potential market impacts of the Federal Reserve, Bank of England, and Bank of Japan. It highlights the Bank of England's recent rate expectations and the Bank of Japan's possible shift from negative rates. The video also provides insights into how investors should interpret the current rate hiking cycle, suggesting that fixed income allocations look attractive while cautioning about the equity market's pricing. It emphasizes the importance of re-evaluating investment strategies in light of these developments.

What advice does the speaker give regarding allocations to fixed income?

How does the speaker interpret the current state of the equity market in relation to interest rates?