About this episode
The episode discusses the outlook for US equities and the factors influencing their performance.
FT Adviser senior investment editor David Thorpe chats with Nick Kirrage, global equity manager at Brown Advisory, Hugh Gimber, market strategist at JP Morgan Asset Management and Paul O'Neill, chief investment officer at Bentley Reid, about the outlook for US equities after a period of underperformance for the asset class. The panel discussed diversification, the significance of the dollar on equity returns and the implications of AI stocks on the wider market. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments , pensions , regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
People in this episode
Host: David Thorpe
Guests: Nick Kirrage, Hugh Gimber, Paul O'Neill
Topics covered
- US equities
- investment outlook
- diversification
- AI stocks
- market strategy
Keywords
- dollar
- equity returns
- market implications
Mentioned in this episode
Places: US, UK
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