Weekend Reading /
GlobalWhat investor sentiment tells us about recession risk
Benchmarking asset values to those at the depth of the pandemic gives insights into current investor sentiment
While credit investors are already pricing in a recession, equity investors are substantially more optimistic
The small recent pick-up in credit assets provides some comfort, but equities could fall even if credit rallies further
Rahul Shah
Head of Corporate & Thematic Research @ Tellimer Research
4 June 2022
Published byTellimer Research
