Manulife IM Sees Better Performance in Markets Outside U.S.

The video discusses the relationship between market sentiment and tariffs, highlighting skepticism about the full relief of tariffs and the positive framework set by phase one. It explores the focus on trade in 2020, suggesting a potential lull but linking it to phase two negotiations. The analysis covers earnings, predicting a bottoming out and a shift towards non-US markets. It examines dollar dynamics and growth differentials, emphasizing the need for evidence of non-US growth improvement. Finally, it considers gold as a temporary safe haven and insurance policy due to low real yields and central bank purchases.

What does the speaker suggest about the performance of non-US markets compared to US markets?

What indicators does the speaker mention that could signal a shift in dollar dynamics?

How does the speaker view gold as an asset in the current economic climate?