Why Citi Is Looking Outside the U.S. for Yield

The video discusses the current state of corporate earnings, highlighting the newfound pricing power of companies and its implications. It explores the impact of inflation on portfolio positioning and investment strategies, particularly focusing on opportunities outside the US. The discussion also covers fixed income strategies, emphasizing short duration investments and the potential of bank loans in an inflationary environment.

What are the characteristics of the markets outside the US that are being considered for investment?

What strategies are suggested for navigating fixed income markets in an inflationary environment?