The Road Less Traveled: Searching for Alpha after the Pandemic
- 56 mins 48 secs
The U.S. economic recovery is unfolding faster than many expected, but economic policies and investment fundamentals have changed, presenting investors with new realities. While U.S. markets remain attractive, headwinds loom amid stretched valuations, fiscal and trade deficits, and higher taxes. Three experts discuss today’s new investment realities, asset allocation considerations, and the potential benefits of a globally diversified portfolio.