There are people saying it's time to look at your portfolio, that the us has had some incredible gains. How do you see that as well? The us vers is the rest of the world? I think there's a good argument for that. Certainly, valuations are abit lower outside the us. O the us. Hiking rates aggressively. Nd inflation is definitely more of a concern in the us than it is in europe and emerging markets. So simple economic cycle, a positioning.
Bloomberg Opinion Pharma Columnist Lisa Jarvis discusses how a vaccine to prevent all Covid is within reach. Bloomberg Businessweek Editor Joel Weber and Bloomberg Senior Economics Writer Shawn Donnan share the details of Shawn's Businessweek Magazine story How Did ID.me Get Between You and Your Identity? Bloomberg News Editor-at-Large Erik Schatzker talks about his interview with famed investor Jeremy Grantham who says U.S. stocks are in a “super bubble.” Nikki Baird, Vice President of Retail Innovation at Aptos, discusses a strong holiday shopping season for retailers. And we Drive to the Close with Ben Kirby, Co-Head of Investments at Thornburg Investment Management.
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