Commodity-Linked Stocks to Continue to Outperform, Westpac's Rennie Says

The video discusses current market trends, highlighting the behavior of private clients and professional investors. It examines global economic risks such as trade wars, Brexit, and central bank policies, and their impact on market volatility. The discussion includes investment strategies, focusing on late-cycle growth and commodity-linked equities. Predictions for a stronger US dollar and rising yields are made, driven by Fed rate hikes and quantitative tightening.

What does the speaker suggest about the future of commodity-linked equity?

What are the implications of the Fed's actions on interest rates and the U.S. dollar?