Arqaam's Rizk: Favoring Long Duration IG

The video discusses the expectations for interest rate hikes in Turkey, the volatility in emerging markets, and the economic outlook for the US. It highlights the market's anticipation of a rate hike to 11.5% in Turkey, which may not be sufficient to achieve positive real rates due to high inflation. The discussion also covers the broader emerging market volatility and the potential impact of US economic trends on these markets. The video further explores the Federal Reserve's policy stance, with a focus on the timing of potential rate cuts and the strength of the US economy. Investment strategies, particularly the barbell structure, are also examined in light of these economic conditions.

What are the implications of the Fed's potential rate cuts on the economy?

How does the speaker view the relationship between the credit market and the equities market?