The market has continued to see optimism with the month of July seeing a new twist on the blistering stock market gains seen in the first half of the year. The tech sector in particular powered the markets rally through in the first half. But in recent weeks - one of the biggest concerns - is whether or not the rally has become too concentrated. Will this market rally continue? Or are there headwinds that we have to be cautious about? On Money in the Market, Hongbin Jeong speaks to Mabrouk Chetouane, Head of Global Market Strategy, Solutions, International at Natixis Investment Managers, to find out more.
Highlights:
01:11 - Market conditions in the first half of the year
02:40 - Is a recession still on the table?
06:00 - With inflation easing, can we now sit back and relax?
08:10 - How should investors allocate their assets to mitigate risks?
09:47 - Will the current stock market rally cool?