What China's Reopening Could Mean for US Bonds

The video discusses the impact of China's reopening on global growth, with differing views on its significance. It highlights the performance of emerging markets and the optimism surrounding increased demand from China. Investment strategies are explored, focusing on international and emerging markets, while also considering risky credit. The US market outlook is debated, with some expecting a shift back to US markets due to uncertainties and central bank policies.

What is the speaker's perspective on the outlook for international markets in 2023?

What uncertainties does the speaker mention regarding the growth cycle and central bank policies?