Ep 292: Warning: Share market close to all-time high. What to do…
Read the full blog here.
In this insightful podcast, listeners delve into the intriguing relationship between interest rates and growth company valuations. Contrary to conventional wisdom, higher interest rates haven't significantly dampened stock market valuations, challenging prevailing expectations. With 72% of S&P 500 companies reporting higher-than-expected earnings, the resilience of the US economy stands out. However, the discussion extends beyond the US, exploring future expected returns across different geographical markets. Japan and emerging markets lead with projected 10-year returns of 9.1%, while US large caps lag at 3.0%.
The podcast doesn't just analyse; it provides actionable insights. Listeners gain strategies for navigating these market dynamics, from diversifying portfolios across Australian and ex-US markets to incorporating sustainable investments. The evidence-based approach advocated here offers a roadmap for maximising returns while mitigating risks. Whether you're a seasoned investor or just getting started, this podcast equips you with the knowledge and strategies needed to thrive in today's dynamic market landscape.
If this episode resonated with you, I'd love to hear your thoughts! Sharing your feedback on your favourite podcast platform helps me expand my reach and connect with more incredible listeners like you. Thank you deeply for being a part of this journey!
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