Lombard Odier Strategist Lee on Fed Policy, Stocks, Bonds

The video discusses current market trends, focusing on Asian equities and US bond market influenced by geopolitical events. It highlights medium-term risks, market resilience, and the recent rebound in tech stocks. Strategies for inflation hedging and diversification are also covered, emphasizing the importance of geographic diversification and commodity exposure.

What is the significance of the recent signals from Beijing regarding tech regulations?

What strategies are being used to hedge against inflation in equity portfolios?

How are geographical diversifications being implemented in investment portfolios?