In the latest Sharesify podcast, the guys talk markets and stocks at all-time highs, the latest investment trusts merger and upcoming results from Tesco (LON:TSCO).
Steven explains why the S&P 500’s record run has been an earnings- and AI-led rally rather than simply a valuation expansion story. And James discusses the latest profit upgrade from shipping services firm Clarksons (LON:CKN).
James also flags stunning results from Fidelity Emerging Markets (LON:FEML) and the merger between investment trusts Brown Advisory US Smaller Companies (LON:BASC) and JPMorgan US Smaller Companies (LON:JUSC).
Ian updates the audience on protective equipment maker Avon Technologies (LON:AVON), which now sees revenue, margins and returns on capital ahead of current market expectations. And the chaps preview results from Tesco, Volution (LON:FAN), Costco (NASDAQ:COST) and PepsiCo (NASDAQ:PEP).
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