Markets Question Whether or Not It Is Time to De-Risk

The video discusses the current state of the equity market, highlighting concerns about waning enthusiasm and the potential need for defensive positioning. Experts debate whether it's time to derisk, considering factors like market highs, Fed rate cuts, and global economic conditions. The discussion covers the balance between growth and value stocks, the importance of income components, and the challenges of finding attractive risk assets. The panel also explores global market opportunities, particularly in Europe, and the potential for multiple expansion.

What factors are influencing the decision to derisk in the current market environment?

What is the outlook for European markets compared to the US equity market?