Allianz GI's Dwane Is Taking Risks on Chinese Equities

The video discusses the impact of technology issues and the US-China trade war on global markets, highlighting concerns about supply chain disruptions. It explores China's economic strategies, including trade and rebalancing efforts. The speaker suggests contrarian investment strategies, focusing on undervalued Chinese and UK equities. The video also examines asset classes, emphasizing the importance of finding safe investments in volatile markets. Finally, it analyzes market volatility and future economic predictions, questioning the time horizon of the S&P and potential recession indicators.

What is the speaker's view on the current state of the US equity market?

According to the speaker, what is the relationship between consumer spending and pay rises?