Pimco's Kiesel Warns of 'More Volatility Ahead'

The video discusses the current state of the US economy, highlighting strong consumer and business performance due to tax cuts. It anticipates further Fed rate hikes and potential volatility due to geopolitical and trade issues. The speaker advises moving to higher quality credit markets and maintaining cash reserves amid expected market volatility. Global growth slowdown and strong dollar impact emerging markets, while portfolio adjustments focus on risk management and long-term growth sectors like pipelines.

What sectors does the speaker believe will benefit from the current economic conditions?

What signs is the speaker looking for to determine when to invest cash?

How has the speaker adjusted their investment strategy in response to market conditions?