We Like U.S. Equities Says State Street's Heinel

The video discusses asset allocation strategies, emphasizing a preference for US equities and defensive sectors like healthcare and utilities. It contrasts growth and value investing, noting potential opportunities in financials despite regulatory challenges. The outlook for US earnings is positive, with expectations of strong performance in the upcoming quarters. The video also covers global economic trends, including the impact of trade talks and monetary policies on the US dollar and multinational companies.

What is the speaker's perspective on the potential for earnings revisions as the earnings season approaches?

How does the speaker compare the performance of multinationals versus small caps in the current market?