Jeff Kleintop
speaker
67 appearances
1 recordings
1 series
first heard Jul 2018
last heard Jul 2018
Jeff Kleintop’s voice in public audio — every appearance, attributed to the second.
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Appearances
U.S.
has outperformed international for the last 10 years as well, and small cap stocks have outperformed large cap stocks.
Usually, those relationships begin to change in the latter stages of the economic cycle, where we are now.
It could very well be in the second half of this year and perhaps even over the next five or 10 years, we start to see those relationships, which are historical extremes, begin to reverse.
So if you haven't looked at your portfolio in a while, you may be overweight in a number of areas that may be approaching historical extremes and really justify rebalancing back to those longer term targets.
Thanks for having me.
It was a real pleasure.
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