Investment Strategy Shifts to Beat Volatility

The video discusses a strategic shift in investment portfolios, moving away from event-driven equity to reduce risk and focusing on cash flow generative strategies. It highlights opportunities in European markets, particularly in the financial sector, and the potential for mergers and takeovers. The discussion also covers the impact of market conditions on fixed income assets and the importance of maintaining strong fundamentals to avoid recession.

What strategies were employed to shift the portfolio towards cash flow generative assets?

What is the outlook for the US economy according to the teacher?