We Favor Equities Over Bonds, Says Al Mal Capital’s CIO

The video discusses the potential impact of the Trump and Fed put options on the market, suggesting that if both are executed, it could lead to a shift in market focus from 2019 to 2020. The speaker highlights the potential for emerging markets to benefit from a weaker dollar and easing trade tensions. Despite market panic in bond markets, the speaker favors equities over bonds, expecting moderate gains and some volatility. The video also covers investment strategies, recommending a moderate overweight on US equities and cautioning against long-term US Treasury investments, suggesting cash as a safer hedge.

What investment opportunities does the speaker suggest might arise from a weaker dollar?

What does the speaker recommend for hedging a portfolio in the current economic climate?