Valuations for Global Equities Are Reasonable to Attractive, Says Diamond Hill’s Burkett

The video discusses market uncertainties in the US and EU, focusing on fundamentals and valuations. It highlights geopolitical and trade risks, predicting volatility in the coming years. Long-term investment in global equities is seen as attractive, with sector-specific strategies advised, balancing cyclical and defensive holdings.

What are the main concerns affecting the stability of the S&P 500 according to the video?

• Geopolitical and trade concerns

• Interest rate changes

• Technological advancements

• Environmental issues

What is the speaker's view on the valuations of global equities?

• They are reasonably attractive

• They are overvalued

• They are highly volatile

• They are undervalued

How does the speaker suggest investors should approach market volatility?

• By focusing on short-term gains

• By investing only in tech stocks

• By extending their investment horizon

• By avoiding investments in equities

Which sectors are expected to be more negatively impacted by trade tensions?

• Tech stocks and chipmakers

• Consumer staples

• Utilities

• Healthcare

What is the speaker's strategy for investing in cyclical sectors?

• Avoiding cyclical sectors altogether

• Choosing businesses with conservative balance sheets

• Focusing on short-term profits

• Investing in companies with high debt