Is there still value in US equities?
The S&P 500 has risen by 30 per cent over the past 12 months, with no event seemingly able to put a stop to this growth.
On this week's podcast David Thorpe asks Cormac Weldon, manager of Artemis US Select, and Ben Yearsley of Fairview Investing, whether there's still value to be had in US equities.
They also discuss the illusive US recession as well as the outlook following Donald Trump's re-election as president and they weigh up the growing US deficit and Elon Musk's chances of tackling it.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.