Overweight equal-weight S&P, value, and banks
The guest argued for maintaining an overweight stance on market broadening plays - including equal-weight S&P 500, value, European equities, and Japanese banks - while rotating out of emerging markets.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day — no card required.