China Ban, ETFs, Hyatt, and Markets (Podcast)
Bloomberg Intelligence
00:00
Looking Outside the US
The 60-40 portfolio got decimated in 2022. We are seeing a little bit of a bounce here in stocks this year, but what are you telling your clients? Yeah. I think Europe is an easier call. We have valuations that are not just cheaper than the US, but cheaper to their own historic averages. Dividend yields are running at like one and a half times what you would find in the US. And again, we're expecting weaker economic environment there as well,. But we think that's already largely priced in.
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