The week in markets - divergence in focus

In this episode, we focus on the divergence of the equity and interest rate markets in pricing the economic outlook especially in the US, and the resulting investment implications.  We think the short end of the curve is still attractive carry, while low equity vol offers cheap hedges for investors who are concerned on any downside risks in US equities after recent strong performance.

This episode is presented by Richard Tang, China strategist and Head of Research Hong Kong at Julius Baer.