They point to a gloomier growth outlook amid an escalating trade war, the prospect of further dollar strength and pockets of fragility in China.
Amplified political woes mean Wall Street can no longer ignore what’s happening in Washington, especially as investors also watch the yield curve.
The index fund guru added that investors making the switch would “sleep better, lower their risks, and maybe even improve their long-term returns.”
Markets have been dogged by signs of cooling global growth, concerns over interest rates and worries that escalating tensions will be a drag on trade.