Large cap the place to be as US uncertainty grows

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FTAdviser Podcast

FTAdviser

437 episodes

2 weeks ago

FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

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Large cap the place to be as US uncertainty grows

FTAdviser Podcast

32 minutes 57 seconds

2 weeks ago

Large cap the place to be as US uncertainty grows

The guests on the latest edition of the FT Adviser podcast retain most of their focus on the large cap part of the US market, but are cautious on the outlook for the seven stocks at the top of the index.

Alex Crooke, who runs the Bankers investment trust at Janus Henderson, Jason Da Silva, multi-asset investment strategist at Arbuthnot Latham, and Dan White, who runs the M&G North America Value fund, discuss how they are finding opportunities in a US equity market trading at record highs, but also riven with uncertainty.

Hosted on Acast. See acast.com/privacy for more information.