Thornburg Investment Mgmt's Kirby on Markets, Strategy

The video discusses the current financial landscape, highlighting tailwinds for banks, challenges in portfolio diversification due to simultaneous declines in global stocks and bonds, and the importance of dividends in an inflationary environment. It also covers the mixed outlook for Chinese investments, particularly in Alibaba and TSMC, and the impact of macroeconomic factors like currency fluctuations on investment strategies.

In what ways do macroeconomic factors impact long-term investment decisions?

What potential effects does the weakening yen have on the competitiveness of the Chinese economy?