Risk Asset Investment Makes Sense Over Medium-Term: UBS’s Haefele

The video discusses concerns about central bank policies leading to asset bubbles due to excess liquidity. It examines whether these bubbles pose systemic risks and the role of central banks in managing inflation. The potential catalysts for market corrections, such as COVID recovery and supply imbalances, are explored. The video concludes with investment strategies during volatile times, emphasizing the importance of staying invested in risk assets amid fiscal and monetary stimulus.

In what way does the speaker suggest investors should approach market volatility?

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What is the speaker's perspective on the relationship between fiscal stimulus and market performance?

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