Credit Suisse Sees Opportunities in European Real Estate, EM Bonds

The video discusses the temporary nature of the yield curve inversion and its implications for recession signals. It highlights the Federal Reserve's stance on inflation and interest rates, suggesting that long-term yields may rise. The analysis extends to the European bond market, where negative yields are prevalent, and explores investment opportunities in real estate and emerging market bonds as alternatives to low-yield government bonds.

What does the inversion of the Treasury curve signify according to the text?

How does the speaker view the risk of recession in the United States?

What are the recommendations for investors regarding duration in Europe?

Where do investors currently find yield in a negative interest rate environment?

What alternative sources to government bond yields are mentioned in the text?