Article last updated 29 October 2025.
In this video, Ed explains the positive factors that have pushed stock markets on both sides of the Atlantic to record highs. He also argues for diversification, to seek opportunities and manage risks.
Key topics covered:
- Stock market records: companies are raising their earnings forecasts
- US equities: we don’t see a bubble, but we think it’s wise to put some eggs in other baskets
- European equities: they should benefit from economic stimulus and could gain from deregulation
- UK equities: the FTSE 100 has outperformed global equities over the past five years