LGIM’s Anton Eser: Big Correction Coming in Risk Assets

The video discusses the structural issues of debt and demographics, highlighting their impact on global growth. It explores the risks of deflation and stagflation, particularly in the context of Trump's policies on protectionism. The discussion includes the potential effects on global trade and the importance of strategic market positioning to navigate these economic challenges.

What historical example is referenced in relation to global trade and tariffs?

What strategies are suggested for positioning in the current economic environment?

What are the implications of a stronger dollar as mentioned in the discussion?