Inside the US Market Boom: Hype or Fundamentals?

27/10/2025 21 min Temporada 1 Episodio 7
Inside the US Market Boom: Hype or Fundamentals?

Listen "Inside the US Market Boom: Hype or Fundamentals?"

Episode Synopsis

This month, we’re focusing on the U.S. equity market. While we’ve certainly seensome volatility earlier this year, equities have shown resilience, and investors havelargely treated market dips as buying opportunities. Under the surface, valuationsappear healthier, capital spending is rising year-on-year, and an expected interestrate cutting cycle supports growth prospects.Joining us is Marcus Weyerer, CFA, Director of ETF Investment StrategyEMEA at Franklin Templeton ETFs, alongside ETF capital markets associate OliverHurditch, who will share insights from Franklin Templeton’s Capital Markets Desk,explain how ETF adoption and flows toward mega-cap names are shaping themarket.