Full Video Transcript Below:

CAROLINE WOODS: Where should people be putting money to work right now?

BRIAN LEVITT: Yeah, 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 on the income side, yields are going to come down on the short end, take advantage of the yields that are available to you as a fixed income. Yeah well I would say if you’re looking for income take available corporate bonds. On municipal bonds are still nice yields that people would have begged for six years ago on 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 re-acceleration of economic activity globally, that should be small and mid-cap and European stocks.