The Squeeze Is On Again: Binky Chadha

The transcript discusses the dynamics of equity markets, focusing on positioning, the impact of negative real rates, and the role of systematic strategies. It highlights the importance of earnings as a catalyst and the differentiation between mega cap growth stocks and other equities. The discussion extends to global markets, emphasizing the potential in European and Japanese equities.

Discuss the implications of the resurgence of the virus on market expectations as mentioned in the text.

How does the speaker view the allocation to cyclicals versus US growth?

What is the relationship between European performance and US performance in the context of equity markets?