U.S. to See Modest Profit Growth This Year: Goldman Sachs’s Oppenheimer

The video discusses the short-term and long-term outlook on global equities, focusing on the impact of the coronavirus and market reactions. It predicts modest growth for U.S. stocks in 2020, with high valuations and a U.S. presidential election posing risks. Diversification into global markets, particularly in Asia, is advised due to cyclical opportunities. The video also covers the implications of trade deals and Brexit on market sentiment and economic recovery.

What advice is given to clients regarding US equities and overseas diversification?

How has the performance of US equities compared to those in Asia and Europe since the financial crisis?

What are the potential impacts of the ongoing trade negotiations on the markets?