'I Don’t Like Equities Anywhere,' Says HPS's Srinivasan

The video discusses global asset preferences amid economic uncertainty, highlighting the US dollar, US Treasuries, and precious metals as favorable options. It analyzes economic conditions in China, the US, and Europe, noting a slowdown in growth. The speaker addresses market trends, risks, and price discovery, predicting continued volatility. A long-term market view suggests a shift from tech to defensive sectors, with no significant breakout expected.

What is the speaker's view on the performance of the US equities over the last 12 months?

What changes does the speaker recommend regarding investment strategies?