Assessing International Markets: Evaluating Valuations, Interest Rates, and Investment Strategies | Euan Munro , CEO , Newton Investment Management . 00:10:00
In a discussion focusing on international markets and economic strategies, the conversation delves into contrasting valuation premiums between the US and UK markets. Emphasis is placed on the UK's favorable valuation as a potential investment opportunity, contrasting with the US's higher valuation levels. The dialogue also explores the impact of anticipated higher interest rates on various sectors and the potential strategies central banks may employ in response.
