European Equities Will Outperform Going Forward: Brice

The video discusses the economic challenges posed by the cooling Chinese economy and Fed tapering, highlighting the global attention on China's slowdown and its implications for global growth. It explores the contagion effects on markets, particularly in relation to over-leveraged property developers and companies with exposure to China. The discussion also covers bond market volatility, the PBOC's liquidity injections to manage the Evergrande situation, and the potential impact on credit creation. The video concludes with an analysis of emerging markets, currency dynamics, and the preference for US and European equities.

How do you interpret the current trends in bond yields and their effect on growth stocks?

What are the implications of a potential triple R cut by the Chinese authorities?

What factors could lead to a shift in investment focus from developed markets to emerging markets?