Key Takeaways
The strong returns of U.S. stocks and the growing U.S. economy, which is supported by a healthy jobs market, consumer spending, and corporate earnings.
His team’s plans for assessing the potential of lower taxes, less regulation, immigration reform, and tariffs and how they may impact economic growth.
How deregulation may provide a boost for smaller companies, and whether broadening diversification within U.S. stocks could prove beneficial.
The potential for today's bond yields, which are currently at or near multi-decade highs, could potentially help boost future returns.
Download the Quarterly Market Perspective slides to explore themes discussed in the video.