Markets Should Prepare for Higher Volatility: Northern Trust

The transcript discusses the influence of retail investors on the tech rally, highlighting concerns about high valuations and potential profit-taking. It examines market volatility, particularly the VIX, and how investors might adjust their strategies in response. The discussion also covers the safety of bonds in a central bank-dominated world, considering inflation expectations and the implications for investment strategies.

What factors might lead retail investors to take profits in the tech sector?

How does the VIX influence investor behavior regarding equity exposure?

What are the implications of a higher level of volatility on equity and credit markets?

In what ways might inflation expectations affect bond investments?

What considerations should bond investors keep in mind regarding central bank policies?