Schroders Says 10-Year Yield at 1.75% Is Key for Positioning

The video discusses investment strategies in the context of rising bond yields and their impact on equity valuations. It explores the shift from bonds to equities, particularly in cyclical areas, and the potential challenges posed by higher treasury yields. The discussion also covers the performance of tech stocks and the broader set of opportunities available as economies reopen. The video provides insights into when to reconsider bond positions and the implications for different sectors of the stock market.

What factors are influencing the decision to be underweight in bonds?

How does the rise in bond yields relate to equity valuations?

What is the significance of the 1.75% threshold mentioned in the discussion?

In what ways have the expectations for technology stocks changed?

What are the implications of shifting from mega cap tech stocks to small caps?