Manulife's Donald on Where She's Looking for Yield

The video discusses the current investment landscape, highlighting the high valuations in tech and the need to find yield in other asset classes. It explores the challenges and opportunities for investors, particularly in the context of low interest rates and the post-COVID economy. The focus shifts to emerging market debt and manufacturing-based economies as potential areas for growth. The impact of inflation and fiscal stimulus on investment strategies is examined, along with the influence of election outcomes on market stability. The video emphasizes the importance of focusing on trades that make sense regardless of political changes.

What are the potential benefits of investing in under-owned asset classes post-COVID?

How does the current fiscal stimulus impact inflation expectations?

What strategies should investors consider in light of the ongoing deglobalization trend?