CCLA Bevan Worries Trump Optimism Is Running Out of Steam

The video discusses the factors driving markets, including Trump's policies, central banks, and economic optimism. It examines equity valuations, growth expectations, and the influence of central banks on fixed income markets. The discussion also covers investment strategies, market segmentation, and the importance of quality growth companies. The impact of supply chains and the role of big cap companies are highlighted.

What types of companies are expected to prosper in the current market conditions?

What challenges do companies face regarding supply chains as discussed in the text?