What sectors are expected to benefit from the multi-year recovery?
Early Stages Of A Multi-Year Recovery, PineBridge Investments Says

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2.
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How does the current economic outlook suggest investors should adjust their asset allocation?
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What are the two markets mentioned that are expected to have more opportunities for investment?
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What are the potential risks associated with the upcoming election mentioned in the text?
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What impact does a weaker dollar have on risk appetite according to the discussion?
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How does the speaker view the relationship between US equity markets and the dollar?
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What is the Fed's current stance on interest rates as discussed in the text?
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