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 current expectations for global equity valuations according to the speaker?

What factors contribute to the volatility expected in the equity markets over the next few years?

How do trade tensions potentially impact different sectors, particularly tech stocks?

What characteristics does the speaker look for in businesses they want to invest in?

What is the speaker's perspective on defensive sectors in terms of valuations?