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 policies

• The ECB will cut rates in June with the Fed following later this year

• High Valuations are concentrated in U.S tech companies, but overall market valuations aren’t as extreme as during the 2000 tech bubble

• Key factors supporting stock prices include strong liquiduty and earnings momentum , despite some segments being too expensive

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