With a strong Q1 behind us, Melda and David outline their thoughts on current valuations, along with a performance outlook for US equities. We also cover notable headwinds to performance and discuss positioning preferences within the US and around the globe. Featured are Melda Mergen, Global Chief Investment Officer for Equities, Columbia Threadneedle Investments, and David Lefkowitz, Head of Equities Americas with the UBS Chief Investment Office. Host: Daniel Cassidy
