Pimco Taking 'More Defensive' Market Position Over Risks: Browne

The video discusses the current market outlook, highlighting seasonal weaknesses and emerging risks such as slowing mobility data and political uncertainties. It suggests adopting a defensive stance in investments. The discussion shifts to currency markets, noting a shift in US dollar dynamics and favoring developed market currencies like the euro. The Japanese yen is analyzed, with widening yield spreads supporting its strength. The video concludes with strategies for reducing risk in equity markets, focusing on high dividend stocks and utilities.

What is the current stance on Japanese yen in relation to US real yields?

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What strategies are being suggested for managing risk in the US equity market?

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