Markets Have Chance to Leave Low-Growth Morass: Memani

The transcript discusses the market's reaction to potential economic growth in 2017, highlighting the limitations of the Federal Reserve in responding to speculative policies from the Trump administration. It explores the risks of market expectations, including trade conflicts and stimulus disappointments, and suggests strategies for portfolio management, emphasizing the importance of asset allocation in equities over credit.

In what ways does the speaker suggest adjusting portfolio allocations in response to the current economic outlook?

What is the speaker's view on the relationship between equities and credit in the current market context?