JPMAM's Camporeale Says IG Corporate Bonds Allocation at Record 20%

The video discusses post-pandemic market conditions, focusing on inflation and investment strategies. It highlights current allocations in investment-grade bonds and the US market, emphasizing yield and total return strategies. The discussion also covers future predictions for the US equity market, particularly the potential resurgence of growth stocks and big cap tech stocks in a subdued growth environment.

What is the significance of the yield story mentioned in the context of investment strategies?

In what way does the speaker believe growth stocks will perform in the current economic environment?