Manulife IM's Trinh on Markets, Strategy

The video discusses the outlook for monetary policy and market conditions in 2023, highlighting the challenges of inflation, recession risks, and the impact of China's reopening. It explores potential changes in Japan's inflation target and the implications for global markets, including the US dollar's role. Investment strategies are suggested, focusing on asset class returns and sector performance amid economic uncertainties.

What are the implications of Japan potentially adjusting its inflation target?

How might the U.S. dollar's performance affect international equities in the coming year?

What does the speaker suggest about the relationship between supply and demand curves in the current economic context?