AIA Group Mark Konyn on Markets, Central Banks

The video discusses the impact of UK pension funds on market imbalances, the role of bond vigilantes, and global economic concerns, particularly in the eurozone. It highlights the disruptions in the UK market and investor reactions, as well as China's economic challenges and policy impacts. The video concludes with portfolio strategies and market outlook, emphasizing the importance of adapting to current economic conditions.

How is the current market sentiment reflected in the performance of equity versus fixed income markets?

What are the implications of the recent changes in China's policy for international investors?

What strategies are being employed by investors in response to the current market conditions?