BNY Mellon Says It’s Time to Start Looking at Global Equities

The video discusses the recent market trends and adjustments at BNY Mellon, highlighting the shift from US-centric investments to global equity exposure. It emphasizes the lower valuations in European and emerging markets compared to the US, suggesting a potential opportunity for investors. The discussion also covers the capital flow into the US over recent years and the potential benefits of looking at overseas equities, particularly in Europe, if market stabilization occurs.

What is the potential outcome if adjustments are made at BNY Mellon?

• A decline in global markets

• A rally from October to mid-November

• Stagnation in the US market

• Increased interest rates

Why does the speaker suggest looking at global equity exposure?

• US equities are outperforming

• European and emerging market equities have lower valuations

• The US market is too volatile

• There is a lack of investment opportunities in the US

Which regions are highlighted for potential equity exposure?

• Africa and South America

• Asia and North America

• Australia and the Middle East

• Europe and emerging markets

What has been the trend of capital movement in recent years?

• Capital has moved to Europe

• Capital has shifted to the US

• Capital has remained stable globally

• Capital has decreased in emerging markets

What could lead to overseas equities outperforming?

• A decline in US interest rates

• Stabilization in the fundamental outlook

• Increased US tariffs

• A rise in global inflation