Build That Portfolio With Real Yields Near 2%, Says HSBC's Major

The video discusses the concept of real yield and its importance in building investment portfolios. It explores market valuations, potential scenarios, and the impact of inflation on the Fed funds rate. The discussion includes predictions on future interest rates and market reactions, emphasizing the role of macroeconomic factors like deglobalization and demographic trends.

What is the significance of real yield in building a portfolio?

In what ways might demographic trends affect long-term economic conditions?