Markets Are Pricing in More Growth Risks: Holtze-Jen

The video discusses the current state of equity and fixed income markets, focusing on inflation risks, central bank reactions, and geopolitical uncertainties. It highlights the challenges in the bond market and the potential impact of upcoming inflation data. Investment strategies are explored, emphasizing the importance of sector analysis and regional considerations. The discussion also covers the strength of the US dollar, its effects on global currencies, and the potential long-term shifts in central bank holdings away from the dollar.

In what ways can investors identify opportunities in Southeast Asia?

How is the strength of the US dollar affecting global markets?

What long-term trends are emerging in central bank policies worldwide?