Bank of Singapore's Nicholson Sees Opportunities in Fixed Income in 2019

The video discusses market reactions to US political and economic events, focusing on investment strategies. It highlights the performance of cash in 2018, the impact of US-China relations, and the Fed's flexible approach. The discussion also covers emerging markets, potential defensive strategies amid US political turmoil, and the implications of a prolonged government shutdown.

What was highlighted as a strong investment in 2018 compared to investment-grade bonds?

• Cryptocurrency

• Real Estate

• Gold

• Cash

What event between the US and China is mentioned as providing breathing room for markets?

• Trade War

• Ceasefire

• New Trade Agreement

• Currency Devaluation

What is the Federal Reserve's approach to interest rates as discussed in the transcript?

• Flexible and data-driven

• No changes expected

• Aggressive rate hikes

• Fixed trajectory

What is a potential consequence of the government shutdown mentioned in the transcript?

• Increased inflation

• Higher interest rates

• Growth concerns

• Stock market boom

What is the focus of the US President's strategy as mentioned in the transcript?

• Tax cuts

• Healthcare reform

• Immigration and border security

• Environmental policies