'Bloomberg Real Yield': Virus Headwinds Versus Vaccine Tailwinds

The video discusses the impact of COVID-19 on markets, highlighting the balance between virus headwinds and vaccine tailwinds. It covers the credit market's response to Fed policies and explores portfolio construction strategies, emphasizing diversification. Upcoming financial events are also previewed.

How does the text describe the shift from a traditional 60/40 portfolio to a new strategy?

What are the two main issues investors face due to the proximity to the zero lower bound?

What is the significance of the balance sheet quality in determining winners and losers during economic downturns?

Explain the concept of 'defensive alpha' as mentioned in the text.