UBS Global WM's Issel on Market Outlook

The video discusses the economic outlook amidst the energy crisis and COVID-19, focusing on sector strategies and growth prospects. It highlights supply chain issues affecting economic growth, particularly in Europe. Market reactions to bond yield changes and tapering discussions are examined, with a focus on financials. Emerging market risks, especially in Asia and related to Evergrande, are analyzed. Finally, predictions for asset class performance in the fourth quarter are made, emphasizing cyclical sectors like energy and financials.

How does the speaker view the relationship between bond yields and equity markets?

What is the speaker's perspective on the emerging market dollar bonds sector?

Which asset class does the speaker predict will outperform in the fourth quarter?