PIMCO's Browne: You Want to Be Invested in Equities

The video discusses investment strategies focusing on equities, particularly those exposed to commodity inflation, and the relevance of the 60/40 portfolio strategy. It highlights the current 'wait and see' approach towards Chinese investments due to regulatory uncertainties. The speaker expresses geographical preferences, favoring the US and Japan while being cautious about Europe due to inflation risks. The video also covers a neutral stance on the US dollar and examines interest rate trends, emphasizing the importance of real assets and commodities in the current economic environment.

What types of equities does the speaker suggest being invested in?

What is the speaker's view on the 6040 strategy portfolio in the current market?

What factors does the speaker believe are influencing the attractiveness of Chinese assets?

How does the speaker assess the inflation risk in Europe?

What is the speaker's perspective on the future of real yields?