The Evelyn Partners Investment Podcast: Why is the US driving the global equity market rally?

Find out what is stimulating growth in the US and driving the global equity rally.

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The global equity rally is currently supported by stealth stimuli in the United States, such as a buoyant labour market, record immigration and an increasing demand for goods and services. We’re asking how much longer we could expect such growth.

While money market funds were popular investment vehicles during the pandemic, this is no longer the case and there’s a drive to moving out of these investments and back into equity markets.

However, risks such as stretched valuations in certain areas of the stock market, re-acceleration of inflation, geopolitical tensions, and national elections, could still pose a threat to investors.