U.S. Markets Are Seeing a Tilt to Value, Says Gabelli’s Marangi

The video discusses the dominance of momentum stocks in the US market over the past decade and the potential shift towards value stocks. It highlights the cheaper valuation of global markets compared to the US, with specific opportunities in the UK and emerging markets. The impact of Brexit and currency tailwinds are considered, along with the potential for increased market uncertainty in the US due to a wide range of policy outcomes.

What has characterized the US stock market over the past decade?

• A shift to international markets

• Dominance of momentum stocks

• A focus on value stocks

• Stability and low volatility

Which markets are considered statistically cheaper than the US market?

• European markets

• Non-U.S. markets

• Asian markets

• US markets

What factor is mentioned as potentially benefiting emerging markets?

• Trade agreements

• High inflation

• Currency tailwinds

• Political stability

What is a potential reason for investors to look outside the US market?

• Wide range of policy outcomes

• Strong economic growth

• High interest rates

• Low unemployment rates

What is a concern mentioned about the US market for the next year?

• High certainty in policy outcomes

• Stable economic conditions

• Lack of investment opportunities

• A lot of uncertainty