U.S. Equities and the Fed Hike Investment Cycle

The video discusses strategic shifts in investment portfolios, focusing on reducing US equities due to high valuations and interest rate hikes by the Fed. It explores opportunities in Europe and Asia, highlighting lower PE ratios and potential mispricing in Asian markets. The impact of the UK referendum on investment strategies is also considered, emphasizing caution due to potential market volatility.

What is the significance of PE ratios in Asian markets compared to the US?

How should investors approach the uncertainty surrounding the UK referendum?