Environment Still Conducive to Risk Assets: StanChart’s Brice

The video discusses market trends, focusing on risk assets and the impact of COVID-19 on market dynamics. It analyzes bond yields, market confidence, and the outlook for equities in different regions, particularly Europe, the US, and Asia. The discussion also covers inflation expectations and labor market dynamics, emphasizing the importance of vaccination rollouts and the potential for economic recovery.

What conditions need to be met for Asia to be upgraded to an overweight allocation?

How do inflation expectations influence the labor market and wage pressures?