Fed Will Have to Cut Rates This Year, Zuma's Spath Says

The video discusses the Federal Reserve's significant influence on the market, predicting that the Fed may cut rates this year, a view not widely held yet. This potential rate cut could lead to a weaker dollar and strengthen international stocks, which have lagged behind domestic stocks. The video suggests that most investors are underweight in international stocks and may miss out on potential outperformance and diversification benefits.

What is the expected outcome of the relative outperformance of international stocks?

In what ways can diversification benefit investors in the current market?