'Bullish' on Equities, 'Constructive' on Energy: Eastspring

The video discusses various financial market trends, including Treasury yields, commodities, and equities. It highlights the potential for commodities to rally while stocks lag and examines the energy sector's outlook, emphasizing the role of renewables. The video also compares emerging markets with US equities and explores Bitcoin's place in investment strategies.

What are the key factors driving the bullish sentiment on equities in the current market?

What are the implications of the US recovery on emerging market equities?

How does the speaker view Bitcoin in relation to traditional investments?