Seth Masters: We're Overweight Non-U.S. Equities

The video discusses investment strategies, focusing on global versus UK-based approaches. It highlights recent market trends, including the impact of the US election on equities and bonds. The discussion covers sector-specific opportunities and the importance of external demand for European companies. The potential effects of fiscal policy changes and deregulation on inflation and market dynamics are also explored.

What trends are emerging in the stock market regarding sector and stock dispersion?

What potential changes in fiscal policy and regulation are anticipated following the election?