
Fading the New Year's Bounce
What Goes Up
The Outperformance of the Rest of the World Versus the US
Keith Meyers: I'm looking at some of your positioning advice here. You rank international developed equity markets and emerging markets as sort of the less attractive side there. There does seem to be a lot of bullishness elsewhere towards, you know, the rest of the world excluding the US. So walk us through what you're seeing that makes you a sort of want to stay away from international equities.
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