Risks for the Market

The video discusses key themes in equity markets, focusing on disruptions and future trends in healthcare, sustainability, and technology. It highlights the importance of being on the right side of disruption. The fixed income market is analyzed with a focus on central bank policies and potential risks. Emerging markets, particularly China, are examined for investment opportunities despite recent challenges. The semiconductor industry is explored, emphasizing supply chain issues and the need for reshoring. Finally, the importance of credit quality and investment opportunities in 2022 is discussed.

How does the speaker view the relationship between emerging markets and developed markets?

What challenges does the semiconductor sector face according to the discussion?

What is the significance of the reshoring of the semiconductor supply chain to the US?