Fed Will Start to Taper by End of Year: AllianceBernstein’s Wong

The video discusses the impact of inflation on investment outlook, with a focus on the 10-year yield and potential QE tapering. It highlights a bullish outlook on Japan due to vaccination rates and investor positioning. The discussion also covers market risks, Treasury supply, and defensive investment strategies, emphasizing the importance of quality and defensiveness in portfolios.

How does the current vaccination rate in Japan affect market sentiment?

What is the significance of free cash flow yield in evaluating defensive parts of the market?

What defensive strategies are recommended for equity markets going into 2022?