Investing in High-Quality Small-Cap Stocks, Pengana Says

The video discusses the implications of $16 trillion in negative yielding debt, suggesting that investing in equities may be more appropriate than bonds. It highlights the potential for market corrections and the value in neglected areas like small caps. The video also explores current market themes, emphasizing the importance of valuation and the impact of low GDP growth on investment strategies.

How does the speaker describe the current bull market, and what factors contribute to this description?

What characteristics of companies like Group Brembo make them attractive investments according to the text?