Aberdeen's Hickmore Sees 2019 as Time to Recycle Into Better Quality Debt

The video discusses investment strategies focusing on cautious and defensive approaches, the shift from capital returns to income, and the current bond market trends. It highlights the impact of inflation and foreign investment on US bonds, and compares high yield bonds to investment grade bonds, suggesting a move towards higher quality investments.

How does the speaker view the future of high yield investments in relation to investment grade?

What strategies does the speaker suggest for reallocating investments in the current market?

What concerns does the speaker express regarding the potential slowdown in growth in the US?