Pendal Group on Fixed Income Strategy

The video discusses the current state of global markets, focusing on risk assets and economic conditions in the US and Europe. It highlights the potential for a delayed recession in the US due to prolonged stimulus effects and examines investment strategies to navigate market volatility. The video also addresses the challenges in Europe, including the impact of China's economic slowdown and the risk of stagflation.

How does the speaker view the current state of risk assets compared to bonds?

What factors are contributing to the sentiment around a potential recession?

What are the implications of the current labor market conditions on the economy?

In what ways might inflation impact central bank policies according to the speaker?

What does the speaker suggest about the potential for a hard landing in the economy?

How does the speaker characterize the economic situation in Europe compared to the US?

What role does the speaker believe China's economic situation plays in the global economy?