Build That Portfolio With Real Yields Near 2%, Says HSBC's Major

The video discusses the concept of real yield and its importance in building investment portfolios. It explores market valuations, potential scenarios, and the impact of inflation on the Fed funds rate. The discussion includes predictions on future interest rates and market reactions, emphasizing the role of macroeconomic factors like deglobalization and demographic trends.

What is considered a good starting point for building a portfolio according to the speaker?

• A 1% real yield

• A 4% real yield

• A 2% real yield

• A 3% real yield

What does the speaker suggest about the current 10-year yields in the USA?

• They are likely to decrease significantly

• They are irrelevant to portfolio building

• They are at a level that may not be seen again

• They are expected to remain stable

What is the speaker's view on the possibility of a hard landing affecting yields?

• It has no impact on yields

• It will cause yields to rise above 5%

• It could lead to yields dropping below 2%

• It is unlikely to happen

What long-term trend does the speaker believe will not reverse?

• The trend of increasing globalization

• The trend of decreasing inflation

• The pre-pandemic economic trends

• The trend of rising interest rates

What factors are mentioned as influencing the long-term economic outlook?

• Technological advancements

• Deglobalization and demographic trends

• Environmental changes

• Political stability