UBP: U.S. 10-Yr Interest Rate Target At 2.5-3.0% For 2022

The video discusses currency exposure, focusing on the dollar's strength due to Fed actions. It analyzes the Euro, Yen, and Yuan, highlighting recession risks in Europe and China. FX volatility is rising, signaling a need for risk management. The speaker is cautious on equities, reducing risky positions and emerging market exposure. Fixed income opportunities lie in yield curve strategies and hedge funds. The US 10-year yield is projected to reach 3-3.5%, potentially slowing growth and raising recession concerns.

How does the speaker view the relationship between interest rates and growth in emerging markets?

What opportunities does the speaker see in the fixed income space moving forward?

What does the speaker predict for the US 10-year yield in the near future?