Fully Invested, But Moving Toward Neutral: Crossmark's Doll

The video discusses the challenges of high market valuations during uncertain times, emphasizing the need for positive economic news to sustain these levels. Despite high expectations, the speaker advises a cautious approach, suggesting not to fully divest but to adjust investment strategies towards neutrality. The discussion also touches on potential policy impacts from the Trump administration, highlighting the uncertainty in future market directions.

What concerns are raised about high valuations in the current economic climate?

How does the speaker view the relationship between stock performance and bond performance?

In what ways does the speaker express caution about the market while still expecting gains?

What is the speaker's current investment strategy regarding financials and healthcare?

What factors does the speaker suggest could influence the stock market in the new year?