Citywire Money, Markets and Masterminds

Are US equities in bubble territory?

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The US equity market has been a dominant force in global investing for decades, but is it now too concentrated – and too expensive?

In the latest episode of Money, Markets and Masterminds, Citywire South Africa sits down with Anton Eser (pictured below), CIO at 10X Investments, to discuss the state of the US market, the risks of a potential bubble, and what it all means for South African investors.

With nearly 30% of local retirement funds now allocated to US equities, the implications of a market correction could be significant. Eser unpacks the dangers of over-reliance on the Magnificent Seven tech giants, shares historical parallels to past market bubbles, and explains why fund selectors should be looking beyond the US for value.

He also explores the growing appeal of dividend stocks, the role of defensive strategies in an uncertain geopolitical landscape, and why, for the first time in two decades, global fixed income assets might offer a compelling alternative.

Tune in below to hear why the biggest opportunities may lie outside of the world’s most dominant stock market.
24 Feb English South Africa Investing

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