Stocks Favored Over Bonds: Aberdeen Standard's Hudson

The video discusses the dynamics of bonds and equities markets, emphasizing the role of central banks in determining rates. It highlights the resilience of good companies in the equities market. The discussion extends to global markets, focusing on China, the US, and Japan, with insights into Japan's market opportunities and investment strategies. The video also explores sectors benefiting from the digital economy, such as robotics and healthcare, and emphasizes the importance of long-term investment horizons.

Which sectors are expected to benefit from the digital economy according to the speaker?

What long-term trends are mentioned that could impact the economy?