PGI's West: Fed Likely To Begin Tapering In 1Q 2022

The video discusses the current state of bond buying programs and market expectations, highlighting the potential disappointment if tapering is not accelerated. It examines central banks' strategies, focusing on inflation and employment objectives, and the impact of these strategies on global markets. The discussion also covers divergent monetary policies worldwide and their implications. Finally, it explores investment strategies, emphasizing the value in developed and emerging markets, particularly in Asia, and the importance of adapting to changing economic conditions.

What does the speaker suggest about the approach of central banks globally?

What long-term investment strategy does the speaker advocate for in Asia?