CNBC Fast Money Halftime Report March 13, 2017
Well, look. This is something weve been saying since the start of the year. We went slightly underweight u. S. Stocks relative to Global Benchmark and we overweighted things like europe and it was not a tough decision. It was one of these things where you just look at the gains weve had in u. S. Stocks for clients, you look at performance, valuation differentials and look at the picture brightening in ways that are not captured in flows, in fundamental research, et cetera, and it was the type of thing where we say, look, first of all, this is an overweight and second o all, relative to other a...
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