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?

How does the disinflationary process affect liquidity in the market?

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

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

What factors influence portfolio construction in the context of China?

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

How do oil prices impact different Asian economies differently?