23 minute listen

The Tilney Investment Podcast – Upbeat markets: are valuations too expensive?

Ben Seager-Scott, Tilney’s Head of Multi-asset Funds, and Debbie Hair, a senior investment manager from Tilney’s Edinburgh office, discuss the latest market trends as the euro strengthens and confidence returns, but could fiscal stimuli be the gamechangers for the US markets running hot?
Published on 07 May 2021

Listen to the podcast now

The podcast is also available on all major podcast platforms including Apple Podcasts, Spotify and Google Podcasts. Simply search for “The Tilney Investment Podcast” or click the below buttons.

Listen on Apple Podcasts

Listen on Spotify

Listen on Google Podcasts

Episode overview

01:26 – Market update

April offered a welcomed stabilisation of government bond yields.

04:29 – Current company valuations overview

Due to an unusual Q4 last year and Q1 this year, the numbers themselves are less relevant than the aggregate direction – but can it be maintained?

10:50 – Global recovery – where we are

Are we ready to withdraw stimuli in the face of economic strength?

16:30 – Outlook for the US economy

Is there a chance the US could overheat?

Get in touch

If you have any feedback about the podcast or ideas for future episodes, we would love to hear from you. You can get in touch by emailing podcast@tilney.co.uk or calling us on 020 7189 9999.

Recent episodes

Podcasts

The Tilney Investment Podcast – how could ‘aggressive spending’ impact the global economy?

Podcasts

The Tilney Investment Podcast – roadmap: the economic impact of reopening

Podcasts

The Tilney Investment Podcast – US politics, vaccine news, UK equities: here’s 2021 so far