LGT Capital Partners' Kumada on Markets

The video discusses the current earnings season, highlighting mixed performance across sectors, with consumer discretionary doing well and tech facing declines. It aligns with the 'rolling recession' theme, where some sectors struggle but overall growth continues. The US economy remains strong, as indicated by surprising retail sales figures, suggesting the Fed may lean hawkish. Investment strategies are discussed, with a focus on fixed income and equities, and the management of currency exposure in light of global economic conditions.

What conclusions can be drawn from the current earnings season?

How does the concept of a 'rolling recession' relate to the current economic situation?

What impact do retail sales numbers have on the Federal Reserve's decisions?

What is the current stance on fixed income versus equities according to the speaker?

How is currency exposure being managed in light of recent economic developments?