“Although we are likely in the later stages of the current equity bull market, we remain optimistic about the prospects for equities and believe investors should stay invested. While valuations are no longer cheap, market sentiment and investor positioning have yet to reach excessively optimistic levels. What will be important though, as leadership differs across global markets, is building an internationally diversified portfolio. Below we highlight the regions investors should focus on and how to invest in them.”
Morten W. Langer