Top Money Manager Says Investors Need To Return To Reality

Core Viewpoint - Markets are experiencing rapid shifts, prompting investors to reconsider portfolio diversification strategies [1] Group 1: Market Conditions - Inflation remains persistent, affecting investment strategies [1] - International stocks are trading at significant discounts, presenting potential opportunities [1] Group 2: Investment Opportunities - Small-cap stocks may be entering a phase of earnings recovery, which could attract investor interest [1] - Some of the best-performing ETFs may emerge from sectors that have been overlooked for an extended period [1]