In what ways might the current valuation levels of US equities affect investment strategies?
BlackRock 'Dialing Up Risk Taking' on US Equities: Wei Li
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The video discusses the increasing bullish sentiment on U.S. equities, driven by expectations of broadening earnings and the significant role of Big Tech. It highlights current market trends, future predictions for Big Tech's growth, and the impact of valuation and structural forces on equities. The video also covers investment strategies and sentiment drivers, including tax cuts and deregulation talks, with a focus on the tactical horizon of 2025.
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What are the potential impacts of tax cuts and deregulation talks on market sentiment?
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