Tavistock's CIO Sees a Good Environment to Be Long Risk Assets

The video discusses the SNP's historical low, comparing it to 1931, and explores market volatility. It suggests that despite falling growth, the environment is still favorable for risk assets due to benign inflation. Predictions for the SMP indicate potential growth, with differing strategies from Goldman Sachs. Concerns are raised about the bond market, particularly the corporate and high yield sectors, due to potential refinancing issues.

What concerns does the speaker express about the bond market?

What implications does the speaker foresee regarding the refinancing of debt in the corporate bond market?