Columbia Threadneedle's Leong on Bond

The video discusses the Federal Reserve's struggle to maintain a hawkish stance amidst market expectations, the disinflationary process and its market impact, and the dependency of emerging markets on the Fed's actions. It also covers strategies for portfolio construction with a focus on China, considering geopolitical risks, and the economic implications of fluctuating oil prices.

What are the implications of the Fed's hawkish stance on market expectations?

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How does the disinflationary process affect liquidity in the market?

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What is the current view on inflation trends over the next 6 to 9 months?

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In what ways do emerging markets deviate from the Fed's actions?

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What factors influence portfolio construction in the context of China?

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What are the potential risks associated with geopolitical factors in investment strategies?

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How do oil prices impact different Asian economies differently?

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