UK budget, AI valuations, and undervalued FTSE sectors with Saxo’s Neil Wilson

The UK Investor Magazine was delighted to welcome Neil Wilson, Investor Strategist at Saxo UK, to discuss global equity markets and key near-term events.

The discussion begins by examining the Bank of England’s monetary policy constraints and whether rate cuts can deliver meaningful market impact, given current inflation rates.

The conversation then turns to global equity valuations, questioning whether elevated price levels represent a genuine concern or simply reflect the natural progression of market appreciation.

This leads into artificial intelligence, weighing whether the sector is experiencing a speculative bubble or if current valuations can be justified by future earnings.

We look at the current US earnings season, highlighting standout companies and the key takeaways.

With the FTSE 100 trading near record highs, we explore which sectors present the most compelling value opportunities for UK investors.

Neil provides his view on the gold rally and whether it can be sustained.

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