Reed: Europe and Asia Are the Cheapest Markets

The video discusses the current state of global markets, highlighting uncertainty in the US, Europe, and emerging markets. It explores investment strategies, emphasizing a bottom-up approach and identifying value in emerging markets and Europe. The discussion covers trading dynamics, the role of algorithms, and the impact of active versus passive investing. The speaker argues for active management, citing its potential to outperform indexes, and addresses client perspectives on investment strategies.

What factors contribute to the current uncertainty in the market?

How are emerging markets currently performing according to the text?

What approach does the speaker advocate for when identifying investment opportunities?

What is the significance of Brexit in the context of investment opportunities?

What are the implications of algorithmic trading on investment strategies?

How does the speaker view the US market in terms of valuation?

What is the speaker's perspective on passive versus active management?