Saxo Capital: 'Overweight' Cash, Fixed Income Relative to Stocks

The video discusses the evolving role of cash in investment strategies, influenced by global central banks making cash less attractive. It highlights a preference for cash and fixed income over equities due to perceived false stability in equity markets driven by easy monetary policy. The potential impact of the US Fed's easing cycle and rate cuts on stocks is also examined, suggesting a typically unfavorable environment for equities.

Why is there a call to limit exposure to the equity market?

What is the expected impact of the first rate cut from the US Fed on stocks?