Markets in Focus: Narrow Yield Spread and High Crowding Pressure Equities

Equity markets closed out the third quarter lower as recessionary fears lingered alongside surging oil prices and elevated interest rates. U.S. Treasuries also saw negative returns as interest rates moved higher. Mark Carver, Managing Director, Global Head of Equity Factor Products and Equity Portfolio Management and Hitendra Varsani, Managing Director, Global Solutions Research from MSCI talk about the broader landscape, equity risk premiums, and the rising fear of crowding risk.