LGT's Kumada Says Centrals Banks Can Control Yield Curves

The video discusses the Federal Reserve's strategies to manage yield curves and market perceptions, referencing past actions like Operation Twist. It explores market reactions to treasury yields, distinguishing between technical and fundamental factors. Investment strategies are suggested for dealing with market volatility, including rebalancing and exploring opportunities in equity and interest rate markets. The role of gold in portfolios is examined, considering its performance amid market trends and central bank credibility.

In what ways can investors approach the current market volatility according to the discussion?

How do the speakers view the potential for a reflationary trend in the economy?

What role does gold play in a portfolio during times of economic uncertainty?