Equities Still Ok for 2H, But Expect Setback: Nolting

The video discusses the outlook for equities, expecting a healthy market setback. It covers bonds, suggesting a short recession with a strong labor market, and highlights investment opportunities in sovereign bonds and high yield. The speaker advises against staying in money market funds, recommending growth investments instead. Emerging markets, particularly China and India, are seen as promising due to their significant contribution to global growth. Europe shows a positive cyclical surprise, while Japan remains neutral until changes in yield curve control are observed.

What is the speaker's perspective on the performance of luxury stocks in Europe?

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What does the speaker suggest about the future of Japan's economy?

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