Ben Seager-Scott, Tilney’s Head of Multi-asset Funds, and Debbie Hair, a senior investment manager from Tilney’s Edinburgh office, discuss the latest market trends as the euro strengthens and confidence returns, but could fiscal stimuli be the gamechangers for the US markets running hot?
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01:26 – Market update
April offered a welcomed stabilisation of government bond yields.
04:29 – Current company valuations overview
Due to an unusual Q4 last year and Q1 this year, the numbers themselves are less relevant than the aggregate direction – but can it be maintained?
10:50 – Global recovery – where we are
Are we ready to withdraw stimuli in the face of economic strength?
16:30 – Outlook for the US economy
Is there a chance the US could overheat?
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