Plurimi CIO Favors Non-U.S. Equities

The video discusses the Federal Reserve's potential rate hikes over the next 12 to 18 months, considering recent economic data and market volatility. It explores the impact of global economic factors, such as oil prices and inflation, on the Fed's decisions. The discussion also covers market value assessments outside the US, particularly in Japan, and expectations for inflation. The video compares the strategies of the Fed and the European Central Bank (ECB), considering potential interest rate hikes and economic growth. The analysis includes the impact of equity market volatility on credit and treasury markets.

What is the current valuation of equities outside the United States compared to those within?

What are the expectations for the ECB's actions in relation to the Fed's interest rate hikes?