Market Consensus Wrong About Inflation, LGIM's Onuekwusi Says

The video discusses the ongoing debate about inflation trends, highlighting the market's historical overestimation of inflation and growth. It explores the impact of fiscal stimulus and money supply on risk assets, emphasizing the importance of humility in economic predictions. The discussion also covers the tech sector's concentration risks and the need for diversification. Additionally, it examines the rise of retail investors and the significance of financial advice in navigating market volatility.

What is the speaker's overall outlook on risk assets in the medium term?

What concerns does the speaker express regarding the concentration risk in the US equity market?

How has the retail investor phenomenon changed in the UK according to the text?