EPISODE · May 24, 2024 · 10 MIN
Equity Markets, potential for growth amid high valuations
from BNP Paribas Wealth Management · host Investment Strategy podcast
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 policiesThe ECB will cut rates in June with the Fed following later this yearHigh Valuations are concentrated in U.S tech companies, but overall market valuations aren’t as extreme as during the 2000 tech bubbleKey factors supporting stock prices include strong liquiduty and earnings momentum , despite some segments being too expensiveHosted on Ausha. See ausha.co/privacy-policy for more information.
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Equity Markets, potential for growth amid high valuations
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