Global CIO Office: Good Investment Opportunities Remain In China

The video discusses the current investment climate, focusing on whether to invest now or wait due to uncertainty. It highlights concerns about China and COVID, particularly the Delta variant's impact on global markets. The discussion shifts to the US dollar's strength and the Federal Reserve's focus on employment over inflation. Finally, it addresses market valuations and suggests a cautious approach to investing in stocks versus fixed income.

How do current market conditions affect the performance of the dollar?

What is the current stance of the Fed regarding employment and inflation?

What are the implications of investing in index funds versus individual stocks in the current market?