Investors Have Been Rebalancing Away From Risk Assets, Says Axioma's d'Assier

The video discusses the market's irrational exuberance and subsequent reality check, focusing on the shift from risk assets to safer investments due to economic slowdown concerns. It highlights the impact of a summit and Trump's tweet on market reactions, emphasizing the need for rebalancing portfolios. The discussion includes US economic growth projections, volatility, and investment strategies amid uncertainties like trade wars and Brexit. The importance of selective risk asset investment and the attractiveness of cash due to inflation are also covered.

What factors are contributing to the current market rebalancing away from risk assets?

How did President Trump's tweet about the summit impact the market?

What does the term 'dead cat bounce' refer to in the context of market movements?

What are the implications of a 3% growth rate in the US for the year 2019?

What challenges are mentioned that could affect economic growth moving forward?