There’s Still a Lot to Invest in U.S. Equity Markets, Says Carmignac’s Crowl

The video discusses political risks like Brexit and the US impeachment inquiry, analyzing their impact on US equities. It highlights a favorable outlook for US equities, particularly in sectors like healthcare and communication services, while cautioning against pharmacy-focused portfolios due to potential legislative risks. The video also examines bond market trends, advising against long-term yields and suggesting a steepening trade strategy.

What are the implications of the impeachment inquiry on US equities according to the speaker?

How does the speaker view the current state of the US equity market?

What sectors does the speaker prefer to invest in, and why?

What concerns does the speaker express regarding the healthcare sector?

What is the speaker's perspective on the bond market and its risks?