It’s not what happens that matters, but what’s priced in

In the US, equity valuations are still high and there is downside risk to earnings estimates. Meanwhile, even after the recent sell-off, investors in global equities have mainly positioned themselves for a positive future despite high levels of uncertainty. There is little contingency planning and still a great deal of confidence.

In this webinar, Talaria Co-CIO Hugh Selby-Smith looks at how the current market is likely set for low or no long-term future returns from the US. Nevertheless, there are opportunities for investors, particularly in areas that benefit from uncertainty and mitigate the downside. Hugh unpacks these dynamics, examines the risks of chasing more of what’s going up and the enduring value of a disciplined, less risky approach.

Hosted by Lance Oliver, Head of Sales, this presentation includes an audience Q&A.

For those seeking CPD points, the webinar is accredited for 1 CPD point. Just complete the quiz below and your certificate will be sent by email.