'Easily' See 10-12% UST 10Y Return in 2020: Research Affiliates CIO

The video discusses investment strategies, focusing on shifting from US stocks to US bonds and European stocks. It predicts market trends for the US and Europe, highlighting the impact of demography on interest rates. The potential returns on US 10-year bonds are explored, with an emphasis on quantitative analysis for future market predictions.

How does the speaker view the relationship between US and European stocks?

What is the expected rate of return for the US 10-year bond as discussed in the text?