Markets Are in for a Bout of Volatility, Says Allianz’s Macdonald

The video discusses market volatility, influenced by trade tensions and central bank actions. It examines the yield curve inversion as a recession predictor, noting differences due to central bank interventions. The speaker suggests holding equities long-term, highlighting their relative valuation and corporate profit support. In economic downturns, a balanced portfolio with defensive assets like healthcare is recommended.

What types of equities should investors consider during an economic downturn?

In what ways can a balanced portfolio help mitigate risks during market fluctuations?