Citi's Sacks Sees 'Fresh Highs in European Equities' After Trade War Fears Subside

The video discusses investor strategies, focusing on defensive approaches and opportunities in equity markets, particularly in Asia and Europe. It highlights attractive valuations in European equities and sectors like healthcare and banking. The potential impact of trade wars on European growth and recession risks in Europe and the US are examined. The bond market is analyzed, noting short-term yield declines and long-term unattractiveness, with a focus on German and European bonds.

What sectors are identified as having opportunities in the European market?

What factors are influencing the outlook for German bonds as discussed in the text?