We’re bullish on international companies right now, notes Adrianne Yamaki. She discusses how long-term returns are determined by valuations and valuations are still in favor of international. She talks about how the new cycle of international outperformance could be led by a change in sector leadership. She highlights that extending duration and purchasing longer maturity fixed income could be the right thing to do. She outlines how it’s important to not discount the U.S. consumer with unemployment low and high-income houses having considerable savings. Tune in to find out more about the stock market today.