Look for Value Versus Momentum Now, Says SocGen's Lawson

The video discusses the current market momentum, highlighting a negative news cycle that fuels a self-fulfilling loop of declining prices. It explores opportunities for stock pickers in a volatile market, emphasizing the importance of value over momentum investing. The discussion also covers the impact of seasonality and exogenous factors, such as trade conflicts, on market performance. Defensive sectors and companies with strong balance sheets are recommended for investors seeking stability.

What factors are contributing to the current momentum downswing in the market?

How does the speaker suggest investors should approach stock picking in the current market environment?

What characteristics of companies should investors focus on in a volatile market?

What role does seasonality play in the stock market according to the discussion?

What are the implications of trade conflicts on the investment community as mentioned in the text?