See More Value in Equities Going Into Year End: Carmignac’s Thozet

The video discusses market trends from the end of 2019 into 2020, focusing on equities and fixed income. It highlights the distributed bull market and the value seen in equities due to technical factors and liquidity injections by central banks. The video also explores the ongoing debate between value and growth investments, noting the underperformance of value stocks and the conditions needed for their potential comeback.

According to the text, what has been the trend in bond markets compared to equity markets?

What are the implications of central bank actions on equity and fixed income markets as per the discussion?