Royal London's Greetham Says Trump 'Super Charged' Market

The video discusses the recent upsurge in global growth, driven by fiscal stimulus and loose monetary policies. It highlights concerns about the sustainability of equity market growth, given reliance on cost cuts. The influence of China's economic policies and potential political risks, such as Brexit and French elections, are examined. Despite these concerns, the current macroeconomic and policy backdrop remains positive for equities, though potential market corrections are acknowledged.

What factors contributed to the upsurge in global growth mentioned in the text?

How did the Trump election influence fiscal stimulus according to the discussion?

What concerns are raised about the sustainability of the current growth in equities?

In what ways do macro data and earnings trends influence market performance according to the text?

What potential risks to the market are mentioned in relation to the French elections?