Concerns about higher interest rates and the state of the consumer continue to weigh on market sentiment. Meanwhile, on the political front, Russian President Vladimir Putin delivered his first state of the nation address in almost two years, which made for some headlines. Leonardo Pellandini, Equity Research Analyst, gives his view on whether investors should chase this year's stock market rally.

00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)

03:15 Recent rally vs. fundamentals by Leonardo Pellandini (Equity Strategy) 

06:04 Closing remarks by Lucija Caculovic (Investment Writing)