There Are Pockets of Value Around in Equities, Says Eastspring’s Graham

The video discusses market fundamentals, corporate earnings, and the impact of central banks and fiscal policy on asset prices. It highlights the debate on the effectiveness of monetary policy and concerns about earnings growth and debt burden. The video also explores geopolitical risks and the shift from globalization to localized markets.

What concerns are raised about the sustainability of earnings growth?

In what ways might geopolitical risks be mispriced in the markets?