Economy growing rapidly
Silvia Dall’Angelo, senior economist at the international business of Federated Hermes, dives into US equities
David Coombs, head of multi-asset investments at Rathbones, dives into US equities
Focus on well-managed companies with strong balance sheets
Confirms QE will end in March
US equities have significantly outperformed most asset classes over the past ten years and are, in most people's view, not looking cheap.