AllianzGI Sees Equities Delivering `Lowish' Returns Amid Higher Volatility

The video discusses the SNP as a key indicator of a recessionary environment, contrasting it with inverted yield curves. It highlights the impact of US tax reform on corporate earnings and the disconnection between the US and global markets. The current monetary environment is slightly tightening due to quantitative tightening, with interest rates on hold. Future market conditions are expected to show low returns with increased volatility.

What is considered the best indicator for predicting a recessionary environment worldwide?

How has tax reform affected the strength of the US relative to the rest of the world?

What factors contribute to the disconnection between the US stock market and the rest of the world?

What is the current state of the monetary environment as discussed in the text?

What kind of returns and volatility does the speaker expect in the market?