Manulife's Franklin On Global Markets Strategy

The video discusses the subdued equity market volatility and the market's anticipation of rate cuts despite the Fed's stance. It highlights the tug of war between inflation and growth dynamics, noting a slowdown in consumer spending and lending growth. The discussion shifts to treasury yields, emphasizing short-term pressures and the attractiveness of cash. Finally, it explores asset allocation strategies, focusing on regional investments and commodities.

What is the significance of the foreign inflows towards treasuries as mentioned in the text?

What strategies are suggested for Asia asset allocation in light of potential US recession?