Standard Chartered: Upgraded Equities to a Core Holding

The video discusses the current economic landscape, highlighting recession risks and the resilience of the consumer sector. It explores investment strategies in light of potential rate hikes by central banks and the attractiveness of bonds. The upcoming earnings season is seen as a critical checkpoint for market expectations, with analysts revising down earnings estimates. Despite lowered expectations, positive economic data could extend the equity rally.

What recommendations are made regarding investment strategies in the current market conditions?

What expectations do analysts have for Q2 earnings growth, and how does this compare to previous quarters?