This report highlights current global equity trends and provides portfolio strategy insights.
• U.S. Market Volatility: High earnings expectations are coupled with a bull market vulnerable to election-driven volatility.
• Non-U.S. Opportunities: Attractive valuations and higher dividends in Japan and China offer potential for investors. Japan benefits from rising interest rates and corporate reforms, while China's volatile equities could gain from stimulus measures.
• Portfolio Considerations: Global equity valuations are stretched, making selective exposure key.
Explore the full commentary for a deeper analysis and actionable insights.
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