Fidelity's Ford O'Neil Likes Corporate Bonds, TIPS

The video discusses the attractiveness of corporate credit, inflation expectations, and the impact of policy uncertainty on markets. It covers long-term trends, the effects of a strong dollar on emerging markets, and potential opportunities in corporate sectors. The discussion includes the implications of Fed policies, demographic shifts, and potential changes in regulation.

How does the speaker assess the current state of Brazil's economy and its impact on investment?

What are the implications of the Treasury secretary's proposal to issue long-dated securities?

What potential benefits do banks stand to gain from changes in regulation and Fed hikes?