Quintet Private Bank's Antonucci on Economy and Markets

The video discusses the current state of the bond market, focusing on yield pricing and market beliefs about growth and the Fed's hawkish stance. It explores the potential impact of the Fed's tapering on the economy and the normalization of monetary policy post-COVID. The video also provides strategies for asset allocation, emphasizing riskier assets and cyclical sectors.

In what ways should investors position themselves in the current market environment?

What factors contribute to the performance of riskier assets compared to safer bonds?