Ramakrishnan: Decent Case for Fed to Hike This Year

The video discusses the uncertainty around interest rate hikes and their impact on markets, highlighting the risks of high bond market valuations and duration risk. It explores investment strategies to achieve higher yields while managing volatility, focusing on European high yield bonds and selective emerging market debt. The discussion also covers currency volatility, particularly in emerging markets, and the importance of strategic hedging. The potential for market corrections due to high government bond valuations is emphasized.

What strategies can be employed to maintain returns while minimizing market volatility?

What factors could lead to a significant move in the government bond market?