US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser podcast.
Talib Sheikh, multi-asset investors at Fidelity, Hugh Gimber, market strategist at JPMorgan, and James Thomson, who runs the Rathbones Global Opportunities fund, discussed the outlook for US equities at a time when share prices have fallen, but so have earnings expectations.
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