Preparing Your Portfolio to Counter Boring Markets

The video discusses market complacency driven by central banks' actions to suppress volatility and drive yields. It highlights the potential impact of fiscal stimulus in the UK and pressures in Europe and Japan. The discussion shifts to investment strategies, emphasizing diversification and risk management. The video also examines corporate leverage and its effect on future growth, with a focus on equity markets and investor reactions.

What concerns are raised about corporate balance sheets and their impact on future earnings?

What factors are contributing to the attractiveness of equity income in the current market?