UBS' Issel Sees Shifted Preference to EM

The transcript discusses the implications of the stimulus bill and market influences, including potential Fed tapering. It examines the impact of vaccine efficacy on economic recovery, highlighting challenges faced by companies like Merck and Sanofi. The discussion shifts to investment strategies, emphasizing the importance of being nimble and considering green tech investments. Finally, it analyzes the bond market, focusing on yield expectations and the potential for further decreases.

What are the potential impacts of the stimulus bill on the economy as discussed in the text?

How does the text describe the relationship between vaccine efficacy and the pandemic recovery?

What factors are mentioned that could influence the government's decision on lockdowns?

What investment strategies are recommended in light of the current economic situation?

What is the expected trend for the 10-year yield according to the text?