Macquarie's Lakos on China Markets

The video discusses the economic challenges facing China, including risks in the property market and the need for more policy action. It explores investment strategies in China, considering the current market conditions. The global market outlook is analyzed, with a focus on bonds and equities. The potential for a recession and its impact on bond markets is also discussed. Finally, the video highlights investment opportunities in private equity and alternative assets.

What are the implications of the cash on the sidelines as mentioned in the discussion?

What strategies are being employed by investors in response to the current market conditions?

How does the speaker describe the current sentiment in the equity markets?