Equities Seem to Be Priced Almost to Perfection: Natixis IM’s Dwek

The video discusses the rapid changes in market sentiment from recession to euphoria, emphasizing the need for prudence in investment strategies. It highlights the broadening rally in global equities, particularly in Europe, and the challenges in emerging markets like Brazil. The discussion also covers economic indicators, such as job numbers and Citigroup's economic surprises, and their impact on investment rotation strategies. The role of central banks and the importance of being selective in high yield investments are also explored.

What evidence does the speaker mention that suggests a potential V-shaped recovery?

What are the implications of central bank policies on high yield versus investment grade assets according to the speaker?