Overweight Select Pharmaceutical, Consumer Discretionary Stocks, Eastspring Investments' Dunn Says

The video discusses market optimism driven by vaccine news, political transitions, and Janet Yellen's announcement. It highlights challenges like volatility and logistics issues. The focus shifts to cyclical companies, market rotation, and low volatility strategies. Emerging markets, particularly in Asia, are seen as attractive due to valuations. Inflation expectations and Bitcoin's impact on risk assets are explored. The video concludes with insights into the pharma sector and the importance of diversified market exposure.

What factors are contributing to the current optimism in share prices?

How do the earnings levels of companies currently compare to normal levels?

What challenges are anticipated in the transition to a new normal post-COVID?

What is the significance of low volatility strategies in the current market environment?

What indicators suggest a potential shift from growth to value investing?

What role does inflation play in investment strategies according to the discussion?

How has the pandemic affected consumer discretionary names in the market?