Allianz GI Says Continue to Take Risk, `We Like Asian Markets'

The video discusses the current state of the Treasury market, highlighting the flattening yield curve and its implications. It explores market volatility, emphasizing the opportunities it presents for active investors. The analysis extends to equity and credit markets, considering the impact of global economic health. Active investment strategies are discussed, focusing on risk management and alpha generation. The video also covers monetary policy trends, predicting continued negative real interest rates. Finally, it evaluates investment opportunities and risks, particularly in Asian markets and currency hedging.

What concerns does the speaker express about Treasurys?

How does the speaker describe the current state of the yield curve?

What does the speaker mean by 'more volatility' in the market?

What factors does the speaker believe will influence the credit market?

What investment strategies does the speaker suggest for 2018?

How does the speaker view the relationship between inflation and interest rates?

What is the speaker's outlook on real interest rates in the near future?