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?

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

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

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

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