Northern Trust's Bowers: Expect More Dynamic Fed

The video discusses investment strategies in the context of inflation and bond markets, analyzing the impact of Fed policies on economic growth. It also evaluates the potential for increased exposure to European markets, considering interest rate differentials and ECB commitments. The discussion highlights the importance of balancing risk and opportunity in global equity and fixed income markets.

What considerations should be made when evaluating the performance of developed versus emerging market equities?

In what ways can investors benefit from the current dynamics in the US and European markets?