HSBC Is 'Overweight' U.S. and U.K. Stocks, Gold

The video discusses anticipated interest rate cuts by the Fed and other global central banks, and their impact on global and regional equity markets. It highlights investment strategies, focusing on US and UK equities, and structural growth opportunities in Asia. The discussion also covers the resilience of the US market amid political volatility and the role of gold as a portfolio diversifier during the coronavirus pandemic.

In what ways is gold viewed as a portfolio diversifier in the current economic climate?

What uncertainties are affecting the global supply chain and how might they impact market volatility?