Market Rally Can Last a Bit Longer, Says Daiwa Capital’s Kitney

The video discusses the simultaneous rally in global bonds and equities, highlighting the strongest quarter since 2010. It explores the influence of the Fed's credit conditions on market trends and predicts a potential fade in the rally by mid-year. The speaker advises on capital allocation, suggesting an overweight in emerging markets while being cautious with North Asian markets due to negative trade cycles.

What are the key factors contributing to the current rally in global bonds and equities?

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How does the old adage 'don't fight the Fed' relate to the current market conditions?

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What is the expected impact of easier credit conditions by the Fed on cyclical risks in the coming months?

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What are the characteristics of growth profiles that are preferred in the current market environment?

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Which emerging markets are considered favorable for investment according to the discussion?

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