Investor Anxiety Over Brexit, Bonds, and the Fed

The video discusses the challenges faced by investment managers in a market characterized by uncertainty, such as Brexit and low treasury yields. It highlights the need for flexibility in finding value, particularly in credit markets, and the risks associated with European corporate bonds. The discussion also covers UK assets, noting the low yields on gilts and the anxiety in markets due to ineffective monetary policy. In the US, rising inflation and the Fed's delicate task of managing global uncertainty and inflation expectations are examined.

What factors contribute to the uncertainty in finding real value in investments?

How has the average yield on corporate debt in Europe changed recently?

What are the risks associated with UK assets as mentioned in the text?

What is the Fed's current challenge regarding inflation expectations?

What external factors are influencing the market according to the discussion?