Since the dark period in March, when financial markets capitulated, volatility has eased tremendously and risky assets have rallied. The question is whether risk premiums are now too depressed, or whether the forceful actions taken by central banks in particular will extend the risk rally as recovery takes hold. We discuss equity and credit risk premiums in light of yield levels, cash flow uncertainty and Europe/US divergence.

Global Head of FI&C Research, Thomas Harr chairs today's podcast and he is joined by Senior Equity Strategist, Bjarne Breinholt Thomsen, and Credit Strategist, Mark Thybo Naur. 

Press this link to go to the latest episode of Macro Strategy Views: Assessing equity and credit risk premiums amid crisis uncertainty

You can also read the article Harr's view: Assessing risk premiums amid crisis uncertainty.