Markets Will See More Volatility in Coming Weeks: Natixis’s Dwek

The video discusses the market recovery since March lows, highlighting the potential for future volatility due to priced-in good news and stimulus. It explores investor sentiment, the impact of trade tensions between the US and China, and the potential risks associated with the upcoming US election. The discussion also covers the strengths of the US market, particularly in technology and biotech sectors, and suggests a cautious approach to investing, focusing on growth, defensive, and quality stocks.

What factors could lead to increased market volatility in the coming weeks?

What are the potential reasons for the market's recent rally?

What are the implications of government pension funds not investing in Chinese stocks?

What is the significance of the trade deal signed at the start of the year?

How might trade tensions affect investor sentiment?

In what ways could the upcoming US election impact the market?

How do you think the focus on growth and quality will influence US stocks?