RiverFront Investment Is 'Overweight' U.S., Felton Says

The video discusses the performance and challenges of the small cap sector, highlighting issues like trade tensions and tariffs. It compares US and overseas markets, showing a preference for US investments due to better growth rates. The speaker outlines investment strategies to avoid crowded areas, focusing on dividend growers, utilities, and tech. Finally, it touches on safe havens and market trends, emphasizing a growth-oriented approach.

What factors contributed to the underperformance of large caps in the market?

How does the speaker feel about the U.S. markets compared to overseas markets?

What strategies is the speaker using to avoid crowded investments?

What are the reasons for investing in dividend growers and utilities according to the speaker?

What is the speaker's perspective on the recent bond rally and its implications for safe havens?