U.S. Financials' Valuations Are 'Very Attractive': SEI's Smigiel

The video discusses the current performance and potential of the financial sector, highlighting the benefits of a positive yield curve and attractive valuations. It maintains a neutral market stance while awaiting further economic data. The video also compares US stocks with global markets, noting potential challenges to US dominance. Finally, it explores opportunities in emerging markets, emphasizing low volatility and cheap upside calls.

What additional data is needed to confirm the economic activity mentioned in the text?

What are the implications of the low volatility environment for emerging markets?