Janus Henderson Avoiding as Much of Europe as Possible, Maroutsos Says

The video discusses the impact of Brexit on markets, focusing on amendments and their implications. It covers investment strategies in Europe and the US, highlighting limited exposure to Europe and a focus on US credit markets. The discussion shifts to Australia's market dynamics as a China proxy, emphasizing investment-grade credit. The global economic outlook is explored, with attention to the Fed's influence and liquidity issues.

What are the implications of a potential China slowdown on global markets according to the speaker?

How does the speaker view the impact of the Fed's decisions on the markets?