Wels: U.S. Still Best Place to Invest in Real Estate

The video discusses the biggest risks to the global economy in 2017, focusing on trade perspectives, currency wars, and China's economic impact. It highlights the challenges of curbing outflows and the effects on property prices in China. The discussion shifts to the equity market's sensitivity to shocks and the potential rotation between bonds and stocks. The video concludes with an analysis of investment opportunities in Europe and the US, emphasizing the stability of the US real estate market and the recovery in Italy and Spain.

In what ways might rising treasury yields influence investor behavior?

What are the current investment opportunities in Europe, particularly in Germany, Italy, and Spain?