“I would want to marry U.S. equities, but maybe I’ll date international and emerging markets.”

It’s a fun way to put it, but it still rings true today despite growing concerns over the U.S. deficit, dollar strength, and stretched valuations.

And big tech is leading that conviction.

 

In our latest webinar, Jack Janasiewicz of Natixis Investment Managers covered this and more, including:

• What rising U.S. debt means for the dollar’s strength and its reserve currency status
• Current earnings season expectations and whether market valuations are sustainable
• Tariffs and their impact on the U.S. deficit and the markets
• Government shutdown expectations

 

⏩ Watch the full webinar replay below!