Despite what may seem like Donald Trump’s best attempts, the S&P 500 continues to rise ever upwards.This week Dave Baxter and Joseph Wilkins talk to Ernst Knacke, head of investment research at Shard Capital, about whether it’s continued rise is justified or whether the markets are missing something.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.To receive the Asset Allocator email in your inbox for free, sign up here.The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

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