Volatility Is Back to Normal, Says Natixis Investment Managers's Raby

The video discusses market trends, factors affecting 2018, and predictions for 2019. It covers geopolitical uncertainties like Brexit and the China-US debate, central bank policies, and potential environmental risks. The speaker emphasizes the importance of fundamentals and active management in volatile markets, and analyzes the European banking sector's challenges and opportunities.

What were the three factors that contributed to the indiscriminate selling in the second half of 2018?

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How did the volatility in the markets at the end of 2018 compare to the volatility in earlier periods?

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What are the potential implications of the China-US debate on the markets?

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What is the expected impact of Brexit on the markets according to the speaker?

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What are the expectations for US interest rates in 2019 according to the speaker?

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What does the speaker believe is the biggest risk that is currently underpriced in the markets?

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How does the speaker view the current state of the European banking sector?

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