Northern Trust's Sturkenboom on Fed, inflation, outlook for growth

The video discusses Jeremy Grantham's predictions about a potential super bubble implosion and the largest markdown in perceived wealth in U.S. history. It contrasts Grantham's views with a more optimistic outlook on current market conditions, highlighting strong corporate profitability and sustainable market valuations. The discussion covers the recent market drawdown, investment opportunities, and the bond market's potential as a haven. It also examines global market trends, particularly the shift from growth to value investments, and the implications of interest rate changes.

What is the speaker's opinion on the bond market's current state?

How does the speaker describe the shift from growth to value in the market?

What does the speaker believe about the future of the value trade?