Fears of U.S. Recession Are Overdone, Says Voya's Hurtsellers

The video discusses the US economy, dismissing recession fears due to strong consumer confidence. It highlights investment opportunities in US equities and suggests a shift towards international markets, particularly Europe and Japan, due to negative sentiment. The video also explores opportunities in bonds and loans, emphasizing EM local rates and CLOs. Finally, it examines trends in equity markets, suggesting a focus on value investing and small caps.

What are the areas of investment that the speaker finds attractive in the current market?

How does the speaker describe the current state of the bank loan market?

What shift in investment flows does the speaker anticipate in the near future?