Principal Global Investors' Shah on Record Euro Stocks

The video discusses the challenges and opportunities in the European market, focusing on vaccination rates and economic recovery. It compares investment prospects between the US and Europe, highlighting the attractiveness of the US market. The video also examines emerging markets, emphasizing the need for careful selection due to COVID-19 impacts. It explores cyclicality in the market, noting concerns about complacency and inflation. Finally, it addresses currency trends and hedging strategies, particularly the US dollar's strength against other currencies.

What concerns are raised about the vaccination rate in Europe?

Why is the US considered more attractive for investment compared to Europe?

What is the outlook for emerging markets in relation to the current economic conditions?

What are the risks that active managers are currently focused on?

What factors are contributing to the cyclicality in the market?

How has the perception of the euro's strength changed recently?

What strategies should investors consider to hedge currency risk?