Surveillance: Levitt on Fed's path forward
Bloomberg Surveillance
The U.S. Is Spending a Change in Equity Market Leadership
I think we need to be increasing our exposure to international quality. The U.S. does well in the more challenging economic environments that could be ahead of us. Most investors are late on international building up positions, closer 15%, 20% international equity exposure,. You're particularly given the valuations and what could be finally peak dollar.
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