Nomura's Janjuah Says Stocks Set for 2 to 3 Month Bounce

The video discusses current cash positions and risk management strategies for portfolio managers and tactical traders. It analyzes market trends, predicting a potential uptrend in US equities. The speaker explores market fear and the search for catharsis, suggesting there may be more downside risk. Finally, the video examines asset returns, identifying US bonds as a potential safe haven amidst market volatility.

What is the speaker's view on de-risking for portfolio managers?

• It is only relevant for short-term traders.

• It is unnecessary in the current market.

• It has been a sensible strategy throughout the year.

• It should be avoided to maximize returns.

According to the speaker, what might indicate a significant change in the market?

• A decrease in US bond yields.

• Breaking the lows seen in January and February.

• A rise in junk bond prices.

• A sudden increase in cash positions.

What does the speaker suggest about the current state of fear in the markets?

• There is no fear present in the markets.

• Fear has already peaked and is declining.

• There is a significant amount of fear and uncertainty.

• Fear is minimal and unlikely to affect the market.

What does the speaker imply about the role of junk bonds in a bear market?

• Junk bonds will outperform US bonds in a bear market.

• Junk bonds are not a safe haven if equities are in a bear market.

• Junk bonds are a safe haven in any market condition.

• Junk bonds are irrelevant to market conditions.

Which asset does the speaker consider a potential safe haven in the current market?

• US bonds

• Cryptocurrencies

• European equities

• US equities