Investment strategies in a difficult time - what about bond market, asia and "alternative investments"?

"Markets don´t know, what they´re doing. There is no trend!", Gianclaudio antonelli of C-Quadrat talks about his investment strategie. An alternative to quantitative investment funds: discretionary total return fonds - "our strategy is, to look at the fundamentals." What does he think about bond market, asia and "alternative investments"?