HSBC's Sels: We Are Selective in Europe

The video discusses the complexities of investing in the EU market, highlighting political risks and the importance of being selective. It explores investment strategies, particularly in Germany and Italy, and the impact of upcoming elections in France and Germany. The video also analyzes trends in equity and debt markets, with a focus on the US and European markets. Additionally, it emphasizes the significance of currency hedging and global market positioning, considering the effects of a strong US dollar and other currency movements.

What strategy does the speaker suggest for being optimistic about Europe?

What is the speaker's stance on the periphery markets compared to Germany?

What are the expectations for the US Treasury yields towards the end of the year?