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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