UBS On-Air: Market Moves
Talking Markets: Equities edition with Dan Suzuki of Richard Bernstein Advisors
Apr 28, 2024
Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors, discusses the near-to-medium term outlook for the US economy, equity markets, and opportunities within equities. Topics include market performance, valuation differences, sector performance, earnings growth as a performance driver, and shifting earnings trends in global markets.
21:30
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Quick takeaways
- Elevated valuations driven by economic expansion and earnings growth
- Importance of following earnings trends for equity positioning in small-caps and emerging markets
Deep dives
Elevated Valuations and Market Optimism
The podcast discusses the reasons behind the elevated valuations in the current market environment. It highlights the prolonged economic expansion and impressive earnings growth as key factors driving optimism among investors. Noteworthy is the significant injection of liquidity into the economy, both through policy and market-driven sources, fueling the bullish sentiment. Additionally, excitement surrounding technological innovation and changes in various industries contribute to the high valuations observed.
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