State Street: Europe, U.S. 'Best Bets' Near-, Mid-Term

The video discusses the potential opportunities for value investors amid policy normalization and expected interest rate hikes by the Fed. It highlights the importance of quality companies that can pass costs to consumers and explores investment opportunities in real estate, technology, and healthcare. The discussion also covers the shift from large cap U.S. stocks to more diversified investments, including small caps and European markets, while considering the economic recovery and central bank actions. The video concludes with a focus on the U.S. and Europe as key growth anchors, with a cautious but optimistic view on China.

Why has there been a reduction in allocation to large cap U.S. stocks?

What are the expectations for finding more investment opportunities in Europe and the U.S.?