Far Too Soon to Enter Equity Markets, Says London and Capital’s Jones

The video discusses the current economic and geopolitical concerns impacting global markets, including the situation in Hong Kong and slowing growth. It analyzes market reactions, particularly in bond and equity markets, and examines the implications of US Treasury yields potentially reaching zero. The discussion also covers how lower yields affect investment portfolios and the broader market outlook, highlighting the shift from insurance cuts to growth concern cuts.

What does the speaker suggest about the future of equity markets?

In what way does the speaker believe lower yields impact portfolios?