How UBS's Zhao and Allianz's Petersen Are Trading the Trade Tensions

The video discusses the impact of the US-China trade war on global bond markets, focusing on long-duration strategies in countries involved in the trade war. It examines the Federal Reserve's policy adjustments in response to economic conditions and the potential effects on emerging markets. The discussion also covers the challenges and opportunities presented by negative yields in global bonds, as well as the implications of Brexit on currency and bond positioning.

How do geopolitical uncertainties affect bond markets?

What is the significance of negative yielding bonds in the current market?

What positions are being taken in response to Brexit negotiations?