27 February 2023
Money in the Market: What has kept the "Goldilocks" dream alive?
For the time being, the tug-of-war between bulls and bears remains centred on the trends in inflation, monetary policy, and the economy. After a challenging 2022, investors anticipated that 2023 will start on a similar tone but so far this year, financial markets have benefited from the conjunction of miracles which have prompted investors to discount that we are once again in a ‘’Goldilocks’’ environment. On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research at Lumen Capital Investors to find out more on what a ‘’Goldilocks’’ environment is and what miracles are keeping this “Goldilocks” dream alive.

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Listen to his previous podcasts:

22 October 2021
Bigger Picture: Investing in the Metaverse
Laurent Lequeu, Head Portfolio Management Team, Lumen Capital Investors talks about  the Metaverse - a multi-trillion-dollar opportunity that will play out in decades, reach almost every industry and geography.

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10 June 2021
Bigger Picture: Inflation data under spotlight as prices set to rise
Laurent Lequeu, Head of Portfolio Management, Lumen Capital Investors, discusses his outlook for inflation and what is in store for markets, investors and consumers in the months to come.

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