LGIM's Roe on US Recession Risk, Strategy

The video discusses economic forecasts, potential rate cuts, and market strategies for 2023-2024. It covers recession predictions, market sentiment, and strategies for equities and bonds. The credit market is analyzed for risks, and sectors like energy and technology are evaluated for investment opportunities.

What factors are influencing the expectation of cuts in interest rates in 2023-2024?

How do the predictions of a recession in the US differ from historical trends?

What are the potential risks associated with the current state of credit markets?

In what ways might the energy market impact inflation expectations?

What is the outlook for technology stocks in both the US and China according to the text?