Principal Global Is 'Neutral' Stocks, West Says

The video discusses PE ratios in major markets, focusing on investment opportunities in China. It covers investment strategies, emphasizing a neutral stance on equities and potential overweight in Asia if resolutions occur. The role of sovereign bonds as defensive assets is explored, noting their importance during market downturns. Finally, strategies for a potential recession are discussed, highlighting the need for defensive and income-producing assets.

What is the current stance on investments in China according to the text?

What factors contribute to the perception of value in the China market?

How do sovereign bonds play a role in a diversified portfolio during uncertain times?

What is the significance of defensive assets in a portfolio during times of uncertainty?

What would be the recommended trade if a recession was anticipated in 12 months?