RiverFront's Felton on the US Markets

The video discusses expectations for a challenging earnings season, with potential market volatility due to pricing pressures and inflation. The Fed's policy is unlikely to change soon, given persistent inflation. Investment strategies focus on quality growth and value sectors, with a barbell approach including tech and energy. Fixed income is slightly underweight, with plans to increase exposure as rates rise. Valuation remains high, with a focus on consistent earnings growth. International exposure depends on a resumption of solid earnings growth amid global economic challenges.

What is the significance of quality growth and value sectors in the current market strategy?

What conditions would prompt a shift towards more international exposure in investment portfolios?