There’s Still a Lot to Invest in U.S. Equity Markets, Says Carmignac’s Crowl

The video discusses political risks like Brexit and the US impeachment inquiry, analyzing their impact on US equities. It highlights a favorable outlook for US equities, particularly in sectors like healthcare and communication services, while cautioning against pharmacy-focused portfolios due to potential legislative risks. The video also examines bond market trends, advising against long-term yields and suggesting a steepening trade strategy.

What is the speaker's stance on US equities amidst the impeachment inquiry?

• Negative due to political uncertainty

• Neutral, waiting for more data

• Completely avoiding US equities

• Favorable, especially in certain sectors

Which sector does the speaker prefer to avoid due to potential legislative risks?

• Life sciences

• Pharmaceuticals

• Healthcare services

• Communication services

What is the speaker's investment focus within the healthcare sector?

• Medical equipment

• Healthcare services and life sciences

• Pharmaceuticals only

• Biotechnology

What is the speaker's view on holding long-term yields in the current bond market?

• Essential for portfolio diversification

• Neutral, with no clear preference

• Risky due to rapid market movements

• Favorable due to stable returns

What challenge do US banks face due to the inverted yield curve?

• Increased profitability

• Difficulty in financing bonds

• Higher short-term rates

• Lower demand for loans