State Street Sees Asia, EM Outflows Amid Heightened Trade Tensions

The video discusses the potential escalation of trade wars and their impact on markets. It explores investment strategies, suggesting a shift towards small caps and domestically oriented industries while avoiding trade-sensitive areas. The discussion also covers the lack of immediate demand for safe haven assets like the yen and gold, despite market uncertainties. The video emphasizes the interconnectedness of the global supply chain and the potential for inflationary pressures.

What historical context does the speaker provide regarding trade scuffles?

How does the speaker suggest investors should respond to the current trade situation?

What are the potential effects of a trade war on inflation according to the text?

What uncertainties does the speaker mention regarding the global supply chain?

Why does the speaker believe there is not a bigger demand for safe haven assets?