AllianzGI's Mahajan Is Looking for a 'Healthy' Market Pull Back

The video discusses market trends, highlighting the potential for consolidation and pullbacks. Fund managers are underweight in equities, missing out on rallies. Earnings are expected to be flat or slightly up. The dynamics between bond and equity markets are explored, with a focus on dividends and share buybacks. Sector analysis suggests technology and discretionary sectors may perform well, while health care and staples have room for growth in a decelerating environment.

What are the potential outcomes for equities mentioned in the text?

How do fund managers currently feel about equities according to the text?

What sectors are highlighted as having long-term growth potential?

What defensive sectors are mentioned that may perform well in a decelerating growth environment?

What themes are associated with the technology sector as per the text?