Pimco Sees Equity Opportunities Amid `Cyclicality 2.0'

The video discusses the integration of cymatic into investment portfolios, introducing the concept of cyclicality 2.0. It highlights the early recovery cycle supported by government investments in renewable energy, electric vehicles, and renovation. The focus is on identifying companies that will enable green and digital recovery, with a significant number of these companies located in Asia. The approach is not region-specific but rather targets companies that will benefit from the recovery.

What does the speaker mean by 'cyclicality 2.0'?

Which regions are mentioned as having companies that will benefit from the green and digital recovery?