OCBC's Menon on Markets, Strategy

The video discusses the US economic outlook, highlighting resilience and potential Fed rate hikes. It explores the implications of yield curve steepening on risk assets and advises a medium-term investment strategy. The barbell strategy for bond investments is explained, emphasizing the balance between short-term yields and long-duration bonds. Finally, the video analyzes opportunities in the Chinese market, noting low sentiment and potential for positive shifts.

What is the significance of the barbell strategy for duration positioning?

What are the potential risks associated with investing in the short end of the curve?

What is the current sentiment towards investing in China, and what factors influence this sentiment?