Want to create an interactive transcript for this episode?
Podcast: FTAdviser Podcast
Episode: US equities far from cheap despite market falls
Description: 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. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering i...