Global Thinking
Is US equity still the easiest asset allocation decision?
29:32
US equities have taken center stage over the last few years and are touching all-time highs as consumers continue to show strength with healthy balance sheets and less sensitivity to higher interest rates. But is all this good news already priced in?
What may be surprising is that returns are no longer being powered primarily by the "Magnificent 7". Instead, forgotten and unloved sectors are…