Deutsche Asset Management's Taylor Sees Two Fed Hikes in 2018

The video discusses the current monetary policy outlook, highlighting a likely continuation of interest rate hikes. It examines investor sentiment, particularly the record high short positions in US 10-year bonds, and explores strategies for US assets. The analysis extends to asset returns over the past 15 years, noting challenges in sovereign returns and opportunities in emerging markets and credit. The recommendation is to invest in international equities for better returns compared to US markets.

What is the expected tone from Jay Powell's announcement?

• Neutral

• Hawkish

• Uncertain

• Dovish

What is the current record high position in US 10-year bonds?

• Neutral positions

• Hedged positions

• Short positions

• Long positions

What is the target yield mentioned for US assets?

• 4.0

• 3.5

• 2.5

• 3.0

What is the suggested strategy for US clients regarding equities?

• Avoid equities altogether

• Invest more in US equities

• Focus on US bonds

• Diversify into international equities

Why is it challenging to achieve past returns in sovereign investments?

• Due to high inflation

• Due to increased competition

• Because of low yields

• Because of market volatility