Why Barclays' Hobbs Is Changing Focus From U.S. to Emerging Markets

The video discusses the shift in investment strategy from US equities to emerging markets, driven by the belief that the US economy's growth will spread globally. Despite concerns about the bond market, the focus remains on maintaining risk to capitalize on potential growth. The discussion highlights the importance of understanding market dynamics and adjusting strategies accordingly.

What is the significance of the yield curve steepening according to William Hobbs?

Why does William Hobbs advocate for maintaining some level of risk in investments?