Eastspring's Graham Sees Positive Returns From Stocks

The video discusses recent trends in US equities, highlighting weaknesses in tech and oil prices, and questions whether investors are buying on dips or selling into rallies. It suggests that while capitulation in the equity market hasn't been reached, there are opportunities in value stocks. The video also covers concerns in the credit market, noting that investment grade spreads have widened significantly. It suggests that credit may be catching up with equity market sell-offs and highlights better returns from equities and high-yield bonds outside the US.

What factors are contributing to the weakness in the tech sector and oil prices?

What does the speaker suggest about buying on the dip in the equity market?

What is the speaker's view on the current state of capitulation in the equity market?

How does the speaker perceive the relationship between credit spreads and the equity market?

What are the speaker's thoughts on the potential returns from equities and high-yielding bonds?