Corporate Bond `Fallen Angels' Offer Opportunities: Pictet

The video discusses the economic transition post-pandemic, highlighting risks such as a permanently lower capacity rate in the labor market. It examines market trends, noting the continued dominance of tech and the impact of low interest rates. Asset allocation strategies are explored, focusing on fixed income and equities, particularly fallen angels. The video also covers emerging markets, with a focus on Chinese equities, and the effects of government intervention on market signals.

What factors are contributing to the current pricing in the markets?

How might the world economy operate in the future according to the text?

What is the main risk that is expected to be priced into the markets?

What trends are being accelerated by the pandemic according to chief executives?

What is the significance of the Fed's stance on interest rates?

What changes have been observed in emerging markets recently?

How is the Chinese government signaling its support for the equity market?