L&G Favors `Neutral Stance' on Equities Amid Political Risks

The video discusses the importance of maintaining a neutral stance in the current market due to political events and flat equity markets. It highlights the bond market's cautious outlook, noting a plunge in global yields and central bank actions. The bond performance has been strong, with a successful duration trade. The video also covers the impact of central bank actions on market volatility and asset allocation, emphasizing the need for a strategic approach in the face of political events.

What factors are influencing the duration trade in the current market?

What implications do the recent drawdowns in the long end of the US curve have for asset allocation?