
Hike and Pause: What the Fed Decision Means for You
Real Vision: Finance & Investing
00:00
The Signal From Equity Markets That We're Pricing in the Recession Now
The most clear overweight right now is France while the US is at the rock bottom as an underweight for most global portfolio managers. "I can guarantee you, even though France is a lovely country to visit, that it will not be the epicenter of an extreme growth rebound," he says.
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