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.

Discuss the potential impact of government stimulus on the economy as mentioned in the text.

What are the expectations for commodities in the current economic climate?