Bensignor, McMillan on Volatility, Markets

The video discusses two high-conviction investment ideas for 2019, focusing on volatility and the bond market. It predicts the VIX will range between 14-18 on the downside and 30-36 on the upside, suggesting a more defensive portfolio strategy with a focus on healthcare and energy. The discussion also covers the shift from sector-based to stock-specific investments due to changing market correlations. In the bond market, the video forecasts a trading range for 10-year yields between 2.4% and 3%, with differing opinions on future rate movements.

What factors are mentioned as influencing the current state of the bond market?

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How does the speaker describe the shift from passive to active management in the market?

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What is the speaker's outlook on the correlation between sectors in the current market?

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