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Holland: Diversify Here and Abroad, Nothing is Screaming ‘Buy Me’

Holland: Diversify Here and Abroad, Nothing is Screaming ‘Buy Me’

Schwab Network · Schwab Network

October 23, 20258m 42s

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Show Notes

“We don’t think that anything is screaming ‘buy me’,” Tim Holland says, saying investors should diversify. He expects a positive end to the year, though he notes that bad labor market reports could change that. Tim is “slightly overweight” international equities vs the U.S. because of the valuation and fiscal policy changes in Europe. He also touches on the financial sector, between big bank earnings and regional bank troubles, to talk about what’s next.


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