Understanding Millennials Is a `Top Driver of Alpha': Goldman Sachs

The video explores key market themes, focusing on how millennials' wealth impacts market dynamics. It discusses cash flow trends, with significant movements into fixed income and cash, and out of equities. The video also examines interest rates and central bank policies, highlighting their influence on market conditions and fixed income directions.

What factors might influence the decisions of central banks regarding interest rates?

What does the speaker suggest about the future of fixed income investments?