Nomura's Nicholson on "Prudent" Fed, Portfolio Strategy

The video discusses the impact of US tariffs on Mexico, Canada, and China, and the Federal Reserve's strategy in 2025. It highlights the Fed's cautious approach to managing inflation and economic growth, comparing it to other economies like Europe. The discussion also covers global economic trends, portfolio diversification, and opportunities in emerging markets and asset classes such as private equity and credit.

What are the potential implications of the tariffs on inflation according to the text?

How has the Fed managed the economic situation during COVID according to the speaker?

What is the speaker's perspective on the current state of the US economy?

What sectors does the speaker believe will be interesting for investment?

What strategies does the speaker suggest for building resilient income?