We Have a Big Overweight on U.S. Equities, Says Nutmeg’s CIO

The video discusses the US yield curve inversion, attributing it to weak global growth and QE measures in Japan, Europe, and potentially the US. Despite slowing growth, a US recession is not anticipated. The speaker advocates for an overweight position in US equities and long-dated Treasurys, while noting China's economic weakness. In Europe, long-dated gilts are preferred over negative-yielding German bonds, with expectations of UK rate cuts regardless of Brexit outcomes. The speaker is cautious about Japanese and emerging market equities due to trade conflicts, while maintaining exposure to emerging market bonds.

What does the speaker believe is the main reason for the US yield curve inversion?

How does the speaker view the relationship between US equities and global growth?

What is the speaker's opinion on the future of UK rates and their impact on gilts?

What concerns does the speaker express regarding emerging markets and European equities?

In what way does the speaker suggest that the trade conflicts will affect certain assets?