Equity Markets Have Further to Rise: Brown Shipley’s Kelemen

The transcript discusses the current state of global markets, highlighting concerns about potential recessions and market bubbles. Despite these concerns, equity markets are expected to rise due to low interest rates and government stimulus. The discussion also covers the role of commodities and infrastructure investments, with a focus on green infrastructure and the impact of economic cycles on asset performance.

What is the main reason for the stock markets reaching all-time highs despite economic downturns?

• Increased consumer spending

• Optimism about vaccine rollouts

• Government tax cuts

• Rising unemployment rates

Why are asset valuations currently high according to the discussion?

• Increased global trade

• Low interest rates

• Rising commodity prices

• High inflation rates

What is the expected trend for interest rates until 2023?

• They will rise significantly

• They will fluctuate unpredictably

• They will decrease further

• They will remain low

Which sector is seeing increased investment due to its link to growth and inflation?

• Real Estate

• Healthcare

• Commodities

• Technology

What type of infrastructure is gaining attention in the US and UK?

• Digital infrastructure

• Military infrastructure

• Green infrastructure

• Traditional infrastructure