JPMorgan Asset Mgmt. Tai Hui on Global Markets

The video discusses the challenging start to the year for Chinese assets and the importance of global diversification, with a focus on Asia's growth potential. It highlights investment trends in China, particularly in renewables and decarbonization, and the impact of Fed policy on Treasuries. The discussion also covers the economic implications of COVID-19 variants and sector-specific investment opportunities, emphasizing value and cyclical sectors. Finally, it provides insights into the credit market, recommending high-yield investments with shorter durations.

What challenges does the Fed face in determining future policy moves?

How does the current economic outlook affect the valuation of different sectors?

What is the significance of the higher yield end of the credit curve in the current market?