Manulife IM Sees Lack of Risk Premium Across Most Risk Assets

The video discusses the lack of risk and term premiums in various asset classes, emphasizing the need for selective risk allocation. It highlights the US Treasury market's rate cuts and potential recession scenarios. The discussion shifts to China's economic outlook, noting the credit impulse and challenges like limited fiscal room and regulatory risks. The importance of monitoring the cost of capital and avoiding negative surprises is stressed.

In what ways can China's economic recovery impact global investment sentiment?

What challenges does the regulatory landscape in China present for investors?