We Have Become More Cautious, Says Coutts's Kelemen

The video discusses the current state of global equities, questioning whether the recent market rise is due to fear of missing out rather than fundamentals. It highlights the need for cautious investment strategies due to contradictory signals in the market. The speaker emphasizes the importance of being nimble in 2019, ready to adjust investments as conditions change. Specific sectors and regions like healthcare, UK equities, and Russia are highlighted as areas of interest, while emerging markets and Japan are under evaluation. The overall theme is to remain flexible and responsive to market developments.

What concerns does the speaker express about the current state of global equities?

How has the speaker's risk profile changed over the last year?

What are the specific sectors and regions that the speaker still favors?

What factors does the speaker mention that could influence investment decisions in 2019?

What is the speaker's perspective on emerging markets and their potential for investment?