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. 

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

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