02.20.2024 - By Stuart Wemyss
Read the full blog here.In this insightful podcast, listeners delve into the intriguing relationship between interest rates and growth company valuations. Contrary to conventional wisdom, higher interest rates haven't significantly dampened stock market valuations, challenging prevailing expectations. With 72% of S&P 500 companies reporting higher-than-expected earnings, the resilience of the US economy stands out. However, the discussion extends beyond the US, exploring future expected r...