K2 AM's Boubouras on Global Market Outlook

The transcript discusses the likelihood of a recession in 2023, highlighting economic factors such as credit conditions and labor market tightness. It examines the equity market, emphasizing policy certainty and its impact on volatility and earnings. The reopening of China is analyzed for its global economic implications, with a focus on investment strategies. The discussion also covers the US dollar's trajectory and strategies for treasury investments, stressing the importance of policy predictability.

Discuss the implications of regulatory risks mentioned in the text.

What is the significance of the predictability of policy in relation to the U.S. dollar?