Veitmane: Growth Woes Could Temper Hiking Expectations

The video discusses the current trends in yields and the Federal Reserve's hawkish stance. It highlights global economic challenges, including China's lockdown, the war in Europe, and high commodity prices. The discussion then shifts to investment strategies, emphasizing stocks as a preferred option due to strong balance sheets and free cash flows. The video also explores the debate between growth and value stocks, particularly in the context of Europe and the US. Finally, it examines the role of commodities in portfolios, noting their potential for growth and shareholder benefits.

What is the perspective on European stocks in relation to US stocks?

What are the implications of the yield curve's shape on economic growth opportunities?

How do commodity stocks compare to underlying commodities in terms of performance?