Eurasia Group on Geopolitics and New Trade Order
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
00:00
Analyzing Market Valuations and Liquidity Challenges
This chapter examines the state of public markets, contrasting today’s high valuations with the downturn in late 2018. It highlights issues like analysts' profit forecast revisions, tariffs, and thin market liquidity's impact on asset allocation strategies, especially in Europe.
Transcript
Play full episode
