Investing in the New Year

The video discusses the challenging market outlook for 2023, particularly for equities, due to expected Fed policy and interest rate trends. It highlights the importance of a defensive investment strategy, including maintaining liquidity and exploring fixed income opportunities, especially in private credit. The video also examines geographical investment prospects, noting the US as a relatively stable option and emerging interest in India. Overall, the focus is on cautious positioning in a potentially tough market environment.

How does the speaker describe the current state of the equity markets?

Which geographical regions does the speaker find potentially interesting for investment?

What role does liquidity play in the speaker's investment strategy?