Vanguard's Davis Says Stay Focused on Long-Term

The video discusses market volatility, investor behavior, and the impact of Fed policy on asset allocation. It highlights the importance of long-term focus amidst market fluctuations and analyzes the yield curve and bond market positioning. The comparison between international and US market valuations is explored, with a focus on expected returns. The outlook on emerging markets and global risks, including trade tensions and economic growth, is also covered. Finally, the video evaluates Fed policy and signals for risk-taking.

What are the expected returns for US equity markets over the next 10 years?

What factors are influencing the outlook for emerging markets?