Seeing Best Value in Emerging Market Equities, Says Plurimi Wealth's Armstrong

The video discusses the current economic outlook, highlighting the strength of the economy to handle interest rate hikes. It covers the shift in equity strategy from net short to net long, emphasizing the overvaluation of the US market on various metrics. The discussion also points to attractive investment opportunities outside the US, particularly in emerging markets and European industrials, which are seen as undervalued and promising for future growth.

What is the speaker's view on the economy's ability to handle interest rate hikes?

• The economy is strong enough to handle two more hikes.

• The economy should not have any more hikes.

• The economy is too weak to handle any hikes.

• The economy can handle only one more hike.

How does the speaker describe the valuation of US equities?

• US equities are undervalued on all measures.

• US equities are overvalued on an earnings basis.

• US equities are fairly valued on all measures.

• US equities are undervalued on a book value basis.

What financial measure does the speaker use to describe US equities as expensive?

• Price-to-earnings ratio

• Dividend yield

• EBITDAR measures

• Cyclically adjusted long-term earnings

Which region does the speaker find most attractive for equity investment?

• Asia

• Emerging Markets

• Europe

• United States

What is the speaker's recommendation for taking investment risks?

• Invest in US technology stocks

• Focus on emerging markets and European industrials

• Invest in US real estate

• Avoid all equity investments