Envestnet's D'Auria on Markets and Strategies

The video discusses the massive repricing of short rates and its implications for 2023, highlighting the potential for recession despite positive market prints. It advises cautious investment strategies, focusing on quality companies and global diversification, particularly in emerging markets. The impact of currency fluctuations and interest rate expectations on market performance is also examined.

What is the significance of valuations in overseas investing as mentioned in the text?

What caution does the speaker advise regarding recent market trends and the Fed's policies?