Claro Advisors' Belanger on Markets and Strategies

The video discusses the current state of the US economy, highlighting the University of Michigan's sentiment index and consumer spending trends. It explores investment strategies focusing on large-cap and tech stocks amidst market volatility. The video also examines international market opportunities, emphasizing value investing in European and Asian markets. It addresses policy divergences between the US and other economies, the impact of a strong US dollar, and the potential for a recession. Finally, it provides insights into client concerns and strategies for navigating market downturns.

How do international markets compare to US markets in terms of valuation?

What concerns are raised regarding capital outflows due to a strong US dollar?

What advice is given to clients during market sell-offs?