In this podcast, Edmund Shing and Guy Ertz discuss the potential for equity markets to rise despite high valuations, considering economic trend and market factors.
The US economy is intentionaly slowing to control inflation, while Europe’s economy is accelerating as intended by central bank policies
The ECB will cut rates in June with the Fed following later this year
High Valuations are concentrated in U.S tech companies, but overall market valuations aren’t as extreme as during the 2000 tech bubble
Key factors supporting stock prices include strong liquiduty and earnings momentum , despite some segments being too expensive
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