DBS: Overweight U.S. & Asia ex-Japan Equities

The video discusses the influence of FOMO and TINA on market trends, highlighting high cash levels in institutional portfolios and the broadening of the market beyond tech companies. It explores the growth potential of the tech sector and the digital economy, emphasizing e-commerce and cloud computing. The impact of retail investors, facilitated by platforms like Robin Hood, is examined, noting increased market liquidity. Portfolio strategies are discussed, advocating for a mix of growth and income assets, with gold as a risk diversifier.

What factors are contributing to the high cash levels in institutional portfolios?

How has the market breadth changed in the US according to the discussion?

What are the implications of the digital economy on technology companies?

What concerns are raised about retail investors entering the equity market?

What is the significance of the zero brokerage fees mentioned in the discussion?

What role does gold play in the investment strategy discussed?

How should one approach the construction of a portfolio in the current market environment?