Pendal Group on Bonds and Investment Strategies

The video discusses key strategies in market pricing and inflation outcomes, focusing on the US bond market's influence and global inflation trends. It highlights opportunities in Asian markets, particularly in China and Australia, due to differing economic conditions and fiscal stimulus levels. The impact of the Chinese property sector on the economy and consumer behavior is also examined, emphasizing its role in shaping investment strategies.

In what ways do inflationary themes appear to be global rather than specific to the US?

What impact does the property sector have on consumer spending in China?