Credit Suisse Still `Cautiously Risk-On' in Equities

The video discusses the potential impact of a COVID-19 vaccine on inflation and market risks, emphasizing the importance of inflation expectations. It explores investment strategies, suggesting a shift from bonds to equities due to anticipated market conditions. The healthcare sector is highlighted as a key area for future investment, driven by the lessons learned from the COVID-19 pandemic.

What are the potential economic risks associated with inflation expectations as discussed in the text?

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What does the speaker suggest about the relationship between yields and inflation expectations?

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What strategies should investors consider in light of the anticipated economic recovery?

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How might the healthcare sector evolve in response to the COVID-19 pandemic according to the speaker?

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In what ways has the healthcare sector been preparing for future pandemics, as mentioned in the text?

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