US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser podcast. Talib Sheikh, multi-asset investors at Fidelity, Hugh Gimber, market strategist at JPMorgan, and James Thomson, who runs the Rathbones Global Opportunities fund, discussed the outlook for US equities at a time when share prices have fallen, but so have earnings expectations. <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser podcast. Talib Sheikh, multi-asset investors at Fidelity, Hugh Gimber, market strategist at JPMorgan, and James Thomson, who runs the Rathbones Global Opportunities fund, discussed the outlook for US equities at a time when share prices have fallen, but so have earnings expectations. Hosted on Acast. See acast.com/privacy for more information.

US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser podcast. Talib Sheikh, multi-asset investors at Fidelity, Hugh Gimber, market strategist at JPMorgan, and James Thomson, who runs the Rathbones Global Opportunities fund, discussed the outlook for US equities at a time when share prices have fallen, but so have earnings expectations.&nbsp; Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

US equities far from cheap despite market falls

FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Business

News

Investing

Business News

FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Share US equities far from cheap despite market falls

Sign up to save your podcasts

US equities far from cheap despite market falls

US equities far from cheap despite market falls

More shows like FTAdviser Podcast

Wake Up To Money

Money Box

The Meaningful Money Personal Finance Podcast

The Money To The Masses Podcast

Investors' Chronicle

This is Money Podcast

Money Makers

AJ Bell Money & Markets

Which?

On The Money

Switch Your Money On

Many Happy Returns

TRAP: The Real Adviser Podcast

Merryn Talks Money

The Rest Is Money