Where do you feel we are in the US equity cycle?
Clearly late stage but If one wanted to buy into US now, how much upside do you feel there is to go?
9 year record bull run, US economy in pretty good health, rate rises coming up, tax cuts, vastly over-valued tech still driving earnings
Seems to be a lot of conflicting messages. If you had money now would you go into US or wait until it tapers off?
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