Pinebridge Investments' Nicola on Markets, Strategy

The video discusses the economic volatility in China due to policy shifts and COVID-19 impacts, highlighting investment opportunities in the property bond market. It also covers global bond market trends, including interventions by the Bank of Japan and the impact of divergent monetary policies on currencies like the yen. The discussion extends to the future of global bonds, focusing on central bank actions and interest rate hikes, particularly by the Federal Reserve.

What are the expectations regarding monetary and fiscal policy changes in China?

How does the divergence in monetary policy between the Fed and the Bank of Japan affect the yen?

What concerns are raised about global bonds in the context of central banks increasing rates?