Pacific Life Fund Advisors's Gokhman on Markets

The video discusses the Federal Reserve's tapering plans and their potential impact on the market, emphasizing the importance of not surprising the markets to avoid a taper tantrum. It explores investment strategies in light of expected changes in the yield curve and highlights the current high market valuations and risks associated with lofty expectations. The video also examines China's recent regulatory actions, their impact on Chinese equities, and the long-term bullish outlook on China's tech-savvy middle class.

What is the Federal Reserve's primary concern when implementing tapering measures?

• Boosting employment

• Reducing inflation

• Avoiding market surprises

• Increasing interest rates

How should investors adjust their strategies in response to a steepening yield curve?

• Invest in long-duration bonds

• Focus on defensive growth stocks

• Increase cash holdings

• Shift to international equities

What is a key risk associated with high market valuations and strong earnings?

• Increased inflation

• Higher interest rates

• Market downturn due to mood changes

• Decreased consumer spending

What is the main goal of China's recent regulatory actions?

• To boost its technology sector

• To protect its emerging middle class

• To reduce export dependency

• To increase foreign investments

What is the long-term outlook for China's middle class in the global market?

• They will face significant economic challenges

• They will become a key demographic entity

• They will decrease in technological influence

• They will primarily focus on domestic markets