Ed Yardeni, economist and investment strategist known for market-cycle analysis, explains why he favors foreign equities over the U.S. He discusses going global after a war-driven pullback. He covers oil price effects, reasons to be cautious on China, and opportunities in emerging markets, Europe, and Japan.
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insights INSIGHT
Go Global Still Makes Sense Despite Recent Pullback
Ed Yardeni argues investors should choose between overweighting the U.S. or going global because the U.S. is already 65% of global market cap.
He shifted to a go-global stance in December and says emerging markets, Europe, and Japan now offer lower valuation multiples and clear opportunities.
question_answer ANECDOTE
Yardeni Admits He Overstayed U.S. Overweight
Yardeni recounts that he stayed overweight U.S. from 2010 through almost end of last year and admits he overstayed his welcome.
He officially recommended going global on December 7th and saw the call work until geopolitical tensions shifted flows back to the U.S.
insights INSIGHT
Higher Oil Prices Won't Necessarily Sink The Global Economy
Yardeni says $100 oil is not necessarily a global-economy killer and past spikes to $120 were temporary.
He expects oil may linger near $100 while Middle East tensions calm and then fall back, reducing long-term macro drag.
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You Asked, Ed Yardeni Answers⌠In less than 10 minutes Ed explains to Maggie Lake why he's sticking with his go-global investing call even after a war-driven pullback. With the U.S. at 60+ percent of global markets, Ed makes the case for underweighting America and finding value in emerging markets, Europe, and Japan. He argues that $100 oil is not a killer for the global economy, and that markets are already looking past the war.
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