With nerves calmed, traders have started to reassess the odds of additional interest rate hikes in Europe and the US. Leonardo Pellandini, Equity Strategy Research, explains why he believes in a comeback for quality growth stocks, and Dario Messi, Fixed Income Research, highlights where fixed income investors can now find value.
00:14 Introduction by Lucija Caculovic (Investment Writing)
00:34 Markets wrap-up Roman Canziani (Head of Investment Writing)
05:07 The comeback of quality growth by Leonardo Pellandini (Equity Strategy)
07:50 Fixed income update by Dario Messi (Fixed Income Research)
11:50 Closing remarks by Lucija Caculovic (Investment Writing)
