UBP Looking to Add to Global Equity Exposure

The video discusses the current market conditions, highlighting opportunities in equities due to current weaknesses. It covers changes in global sector preferences, focusing on consumer discretionary and financials. The comparison between equities and cash investments is explored, considering the impact of rising yields. The video also examines the Chinese market, particularly during Golden Week, and the potential for economic stimulus from Beijing.

What changes have been made to global sector preferences according to the speaker?

What factors are contributing to the challenges in the consumer discretionary sector?

What is the speaker's perspective on the financial sector in relation to rate hikes?

How does the current S&P 500 performance relate to previous rate hike cycles?

What concerns does the speaker express regarding the Chinese economy and its impact on markets?