Kiesel: Favoring Areas With Healthy Fundamentals

The video discusses market strategies, focusing on areas with strong fundamentals like housing and non-agency mortgages. It highlights emerging markets, noting improvements in Brazil, Russia, and China, and the impact of currency dynamics. The Bank of England's bond buying program is analyzed, with a comparison to the ECB and US credit markets. The UK banking sector is seen as attractive despite Brexit risks, due to increased capital and support from the Bank of England.

In which sectors does the speaker see good investment opportunities?

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What is the outlook for corporate bonds in Europe compared to the US?

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