Equities Should Do Better Than Bonds in 2Q, Says Pictet Wealth’s Donay

The video discusses the market strategy for Q1, highlighting a reduction in risky assets due to deteriorating fundamentals and negative earnings momentum. For Q2, a rebound in economic growth is expected, driven by central banks' actions. Despite a cautious outlook, equities are anticipated to outperform bonds in relative terms, although no strong bull market is foreseen.

What actions did the speaker take regarding risky assets after the strong rebound in equity markets?

What is the expected economic growth trend for Q2 according to the speaker?

How does the speaker view the potential for a recession in the near future?

What does the speaker predict about the performance of equities compared to bonds in the next quarter?

What factors does the speaker mention that could affect the equity markets' performance?