Sign up to save your podcasts
Or
Share Is there still value in US equities?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Is there still value in US equities?
The S&P 500 has risen by 30 per cent over the past 12 months, with no event seemingly able to put a stop to this growth.
On this week's podcast David Thorpe asks Cormac Weldon, manager of Artemis US Select, and Ben Yearsley of Fairview Investing, whether there's still value to be had in US equities.
They also discuss the illusive US recession as well as the outlook following Donald Trump's re-election as president and they weigh up the growing US deficit and Elon Musk's chances of tackling it.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
To receive the Asset Allocator email in your inbox for free, sign up here.
The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By Asset AllocatorThe S&P 500 has risen by 30 per cent over the past 12 months, with no event seemingly able to put a stop to this growth.
On this week's podcast David Thorpe asks Cormac Weldon, manager of Artemis US Select, and Ben Yearsley of Fairview Investing, whether there's still value to be had in US equities.
They also discuss the illusive US recession as well as the outlook following Donald Trump's re-election as president and they weigh up the growing US deficit and Elon Musk's chances of tackling it.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
To receive the Asset Allocator email in your inbox for free, sign up here.
The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.
Hosted on Acast. See acast.com/privacy for more information.