Barings Chief Global Strategist on Global Markets

The video discusses the economic outlook for early 2022, focusing on supply chain issues in China and the US labor force's return. It analyzes market performance, driven by strong earnings growth, and highlights the need for selective stock picking. The potential of value stocks is explored, with a focus on sectors like manufacturing and financials. The bond market outlook is examined, with expectations of rising yields and potential interest rate hikes by the Federal Reserve.

What are the expected trends in yields as the recovery takes root?

What are the implications of the Federal Reserve's potential rate hikes?

What conditions are necessary for a good year across financial markets?