`Own the U.S. But Be Reasonably Defensive,' Says HSBC's Laidler

The video discusses the recent downturn in the S&P, highlighting concerns over bond yields and suggesting a defensive market approach. It emphasizes the potential in longer-duration sectors and the US market, noting significant earnings growth and market support from buybacks. The speaker advises focusing on defensive strategies and highlights the positive outlook for the upcoming earnings season.

What factors are contributing to the current growth scare mentioned in the text?

How does the speaker suggest investors should position themselves in the current market?

What is the significance of the earnings revisions mentioned in the text?

What does the speaker imply about the relationship between market multiples and earnings?

What is the speaker's outlook on US equities based on the text?