Vassalou: We'll be in a Different Recession to 2008

The video discusses the current economic outlook, focusing on inflation and the potential for a recession. It compares the expected recession to 2008, noting differences in default rates and financial stability. The correlation between equities and bonds is explored, emphasizing the impact of monetary policy. Strategies for recession preparedness are discussed, highlighting geopolitical changes and opportunities in equities. A holistic approach to portfolio construction is advocated, considering both private and public assets.

What strategies does the speaker suggest for portfolio construction in the current economic climate?

How does the speaker view the role of central banks in the current economic situation?

What opportunities does the speaker foresee in equities towards the end of Q1 or Q2?