Fixed Income Total Return to Be Much More Muted in 2020: Gulf Investment Corp.

The video discusses the correlation between Japanese government bonds and US Treasuries, highlighting the impact of central bank strategies on interest rates. It provides an investment outlook for the next year, predicting muted returns for fixed income assets. The video suggests a barbell strategy, increasing cash holdings and investing in emerging markets to enhance returns while reducing exposure to government and corporate bonds.

What factors are influencing the correlation between Japanese government bonds and U.S. Treasuries?

How does the yield curve's current state affect cash investments?

What is the expected total return for U.S. government bonds next year?

What strategy does the speaker suggest for managing a portfolio in the current market?

What is the significance of reducing government bonds and investment-grade corporate bonds in the proposed strategy?