German Industry Slumps, Bund Yields Point to Lost Decade

The video discusses the current state of European markets, focusing on speculation around bond yields and the potential impact of Christine Lagarde's leadership. It highlights the challenges faced by the Eurozone economy, particularly due to trade tensions and exposure to China. The video also explores investment strategies, suggesting a preference for peripheral European markets and emerging market fixed income for global mandates.

What factors are contributing to the speculation about the European economy?

How does the current bond yield in Germany affect investment decisions?

What are the implications of a dovish stance from European leaders on the market?

In what ways are trade tensions impacting the eurozone economy?

What is the significance of being in the periphery versus the core in European fixed income?