Ireland 
USA 
Find out why global markets are breaking out and how growth is supporting equities.
Listen to the podcast now
The podcast is also available on all major podcast platforms including Apple Podcasts, Spotify and Google Podcasts. Just search for “The Evelyn Partners Investment Podcast” or use the buttons below.
Episode overview
Global equities have broken out on the upside of the trading range that goes back to early 2022. The MSCI All Country World Index is now more than 15% above the high end of this trading range. As the rally broadens further, we delve into the reasons for this.
The value of global equities has risen to $25 trillion and this wealth is helping to generate economic stimulus in several ways. Risks remain though, which means there could be some uncertainty in the markets due to politics, stretched valuations and if inflation returns.
When it comes to artificial intelligence (AI) stocks there’s a risk of profit taking by investors from selling out of these high-flying stocks if earnings fail to keep up with expectations. However, with the risk of a hard landing reducing, higher valuations may be justified.
The value of an investment may go down as well as up and you may get back less than you originally invested.
Past performance is not a guide to future performance.
