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

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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?

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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 2400.