U.S. Equities to Profit From Low Inflation, Rates: Northern Trust

The video discusses the current outlook on US markets, highlighting the addition to US equities due to a modest growth environment and low inflationary pressures. It covers the slowdown in buybacks, the favorable conditions for high yield bonds compared to equities, and the importance of GDP as an economic indicator. The discussion also touches on the preference for duration in a low-interest-rate environment and the potential risks posed by rising inflation.

What is the significance of the GDP number in assessing the domestic economy?

What are the expectations regarding interest rates and their influence on investment strategies?