Description
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In this video, Rathbones’ Co-Chief Investment Officer Ed Smith explains the positive factors that have pushed stock markets on both sides of the Atlantic to record highs. He also argues for diversification, to seek opportunities and manage risks.
Key topics covered:
Stock market records: companies are raising their earnings forecasts
US equities: we don’t see a bubble, but we think it’s wise to put some eggs in other baskets
European equities: they should benefit from economic stimulus and could gain from deregulation
UK equities: the FTSE 100 has outperformed global equities over the past five years
