Market and economic update

Ellie Fordham was joined by Tom Schubert was joined by Tom Schubert, Managing Partner at Drummond Capital Partners, for a quarterly update on investment markets and economic conditions.
In this video they cover:

• The US election and Trump's impact on markets, noting initial positive effects and market resilience to his policies.
• US market valuations, driven by tech companies' strong earnings growth.
• Broader market participation beyond the top tech companies indicating a healthy market outlook.
• Favouring US exceptionalism due to favourable regulatory environment, deep capital markets, and pro-business policies.
• Importance of exposure to the Australian economy and Asian markets, particularly China, for diversification.