U.S. Stocks 'The Place to Be,' LGT's Hofer Says

The video discusses the current market trends, focusing on US equities and the cautious approach towards emerging markets and Europe. It highlights the importance of fundamentals, with US earnings growth outpacing other regions. The discussion also covers market indicators like the VIX and S&P, and the fear of missing out (FOMO) in the US market. The portfolio strategy emphasizes a significant cash allocation due to the rising rate environment and cautiousness in fixed income.

What is the significance of the cash allocation in the portfolio as discussed in the text?

What are the implications of the rising rate environment on fixed income investments according to the speaker?