Don't Fight the Fed, Says Bob Michele

The video discusses the current economic landscape, focusing on inflation, monetary and fiscal policies, and investment strategies. It highlights the challenges of low yields and the need for accommodative policies to stimulate growth. The discussion also covers global debt issues, the impact of austerity, and the importance of strategic investments in bonds and emerging markets. Currency hedging and market flows are examined, along with insights into client investment strategies.

What are the implications of the interest rate differentials between the US and Europe?

How are investment flows from Europe and Asia affecting the US market?

What strategies should investors consider in the current yield environment?