US equities did very well during 2023 which means valuations are now high. This raised the question of what the investment case might be for investing in stocks which might be overvalued.

In this edition of the Asset Allocator Podcast, which is sponsored by Artemis, Joseph Wilkins and David Thorpe are joined by Alex Harvey, senior portfolio manager at Momentum.

They discuss US equities, the outlook for the US economy, the dangers of style risk, the use of active and passive and the lure of cash in a higher rate environment.

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.

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.

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