Coutts's Kelemen Favors U.S., U.K. Sovereigns Over Japan, Europe

The video discusses Japan's economic challenges due to its trade-oriented economy and low inflation, suggesting monetary policy changes may occur next year. It analyzes US GDP growth, highlighting constraints like an aging population and lower productivity. The video also covers global asset allocation strategies, focusing on government bonds in the US and UK, and provides insights into bond market reactions and strategies, emphasizing the importance of longer-dated bonds as a hedge.

What changes in asset allocation does the speaker suggest based on current economic conditions?

What is the speaker's perspective on the bond market's reaction to US GDP growth?