UBS WM's Issel Says Upgraded Japan Stocks

The video discusses market volatility and the impact of recent rallies on investment strategies. It highlights the potential in lagging markets, particularly Japanese equities, and the underperformance of European banks. The discussion includes the influence of European Central Bank policies and the prospects for future interest rate changes.

What factors are contributing to the current volatility in the markets?

How have Japanese equity markets performed compared to US and European markets?

Discuss the potential future strategies for investors based on the current market conditions.

What is the significance of European banks' performance in the current earnings season?

What are the implications of the ECB potentially moving away from negative interest rates?