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Market Outlook Podcast: Are we in a bubble?

Equity markets have stumbled after a strong momentum driven rally. Valuations appear stretched, meaning earnings growth remains critical.

Today we discuss the bubble question, the resilience of the US economy, and review our latest asset allocation.

Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist.

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    AXA Investment Managers UK Ltd 2025.

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