BNY Mellon Says It’s Time to Start Looking at Global Equities

The video discusses the recent market trends and adjustments at BNY Mellon, highlighting the shift from US-centric investments to global equity exposure. It emphasizes the lower valuations in European and emerging markets compared to the US, suggesting a potential opportunity for investors. The discussion also covers the capital flow into the US over recent years and the potential benefits of looking at overseas equities, particularly in Europe, if market stabilization occurs.

What time frame is suggested for looking at equity exposure globally?

What are the two types of equities mentioned that have lower valuations compared to the US?

What is the reason given for the capital influx to the US over the last several years?

What should happen to overseas equities if there is stabilization in the fundamental outlook?

Which markets are particularly highlighted as having potential for growth?