Investors Anticipate the Return of a Goldilocks Market

The video discusses the current global economic conditions, highlighting a 'Goldilocks' scenario of low inflation and volatility. Experts analyze the Federal Reserve's passive stance and its implications for investors. The panel discusses market outlooks, growth trends, and potential stabilization in the second half of the year. Challenges in the credit and equity markets, including valuation mismatches and leverage issues, are also examined.

What factors could lead to a stabilization in growth in the second half of the year?

What challenges are anticipated in the corporate credit market according to the discussion?