08:00 HKT: UBS Wealth Management Head of APAC Equities & Credit Hartmut Issel

The video discusses the impact of the energy crisis and COVID-19 on economic growth, highlighting investment strategies that favor cyclical sectors like energy and financials, while also considering healthcare. It addresses supply chain challenges, particularly in Europe, and their effect on growth. The video examines market reactions to bond yield changes, emphasizing the bullish outlook for financials. It also analyzes emerging market bonds, focusing on risks related to Evergrande. Finally, it predicts asset class performance, favoring cyclical sectors in the fourth quarter.

What is the expected impact of rising bond yields on equity markets?

How does the current situation in the Asia high yield sector reflect on the overall market?

Which asset classes are predicted to outperform in the fourth quarter?