How U.S.-China Trade Tensions May Impact Business Earnings

The video discusses the impact of trade tensions on earnings, particularly between the US and China, and the potential effects on business confidence. It explores expectations for the upcoming earnings season, especially in Asia, and suggests that despite challenges, there are still opportunities for growth in the region. The video also covers investment strategies, emphasizing the importance of equities in a rising yield environment. Finally, it addresses fixed income risks and suggests a benchmarking-agnostic approach to minimize duration risk.

What expectations does the speaker have for Asia's EPS growth this year?

What strategies does the speaker suggest for managing duration risk in fixed income?