Qontigo's d'Assier on Markets and Strategy

The video discusses the growing divergences between major central banks like the BYOE, ECB, and the Fed, and their impact on markets. It highlights how higher interest rates affect different sectors, with tech and growth stocks facing challenges while banks benefit. The video also covers market reactions to economic data, defensive investment strategies, and the potential impact of geopolitical risks, particularly concerning Ukraine. Additionally, it touches on the bond market and the uncertainties surrounding future rate hikes.

What strategies might investors employ to protect against downside risks in the current economic climate?

What are the potential risks associated with geopolitical tensions on the market?

How do military conflicts typically impact market behavior according to historical trends?