00:00Where should people be putting money to work right now?
00:03Yeah, I would say, I think for the most part, if investors are sitting in big tech and are sitting in money markets, right, that's been a very popular place to be.
00:13On the income side, yields are going to come down on the short end.
00:18Take advantage of the yields that are available to you.
00:21I would say if you're looking for income, take available corporate bonds, municipal bonds.
00:25There's still nice yields that people would have begged for six years ago.
00:28On the equity side, look, I don't think we get rid of our big tech winners, but to the extent that we want to bring down the valuation of the portfolio and look to benefit from a reacceleration of economic activity globally, that should be small and mid cap in European stocks.
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