Several high profile IPOs, including SpaceX, are set to hit global markets, at a time when clients are already asking whether the recent equity rally and Q3 outlook are sustainable.
In this short video Q&A, Niall O’Leary is joined by our Chief Investment Strategist, Lenny McLoughlin, and Head of Indexation, Peter Leonard, to explore:
What is driving the current IPO wave and how easily markets can absorb it
How index inclusion actually works for megacap listings such as SpaceX, and what that means for investors
Lessons from previous additions like Tesla and Meta
Our latest market outlook: why, despite ongoing volatility, we remain cautiously optimistic on Q3 and see scope for further upside over the next 12 months
Practical takeaways for multi asset investors who want to stay disciplined amidst the headlines