NN Investment Sees Support for Market Rally

The video discusses the current market rally, potential pullbacks, and the impact of COVID-19 on economic activity. It explores the concept of a taper tantrum, market risks, and the role of policy support. Investment strategies are examined, focusing on global equities, commodities, and specific sectors. The video also covers the US infrastructure package, fiscal support, and the implications of the German elections on market stability. Finally, it addresses monetary policy and the timeline for tapering asset purchases.

How does the speaker assess the likelihood of risks materializing in the second half of the year?

What does the speaker suggest about the German elections and their impact on market stability?

What assumptions does the speaker make regarding the tapering of asset purchases by the Fed?