Sentences with phrase «equity valuations remain»

The rationale for this tactical shift has as much to do with the state of American markets as of those across the pond: There's a growing political risk, evidenced by the health - care debacle, that the new administration in Washington, D.C., will not be able to deliver much on its agenda — all while U.S. equity valuations remain stretched.

Not exact matches

Company valuations remain the No. 1 concern facing private equity fund managers.

«While everyone is focused on valuation and bubbles (to some degree rightfully so), the fact remains that the last few years have been supported by a low level of net equity issuance that has, all else equal, supported prices,» says Dan Greenhaus, chief global strategist at BTIG.

Equities really have had the best of all worlds these past few years, with earnings growth in the double digits and financial conditions remaining very accommodative, despite the recent rise in both short - and long - term interest rates.1 The combination of rising earnings growth and benign financial conditions is a powerful set of tailwinds which usually drives stock valuations higher.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

«Absent material equity valuation improvements for Ares and KKR, we expect further conversions of Fitch - rated alternative investment managers to be decreasingly likely, given that the remaining managers generally have more incentive income which would not benefit from the lower tax rate,» said Meghan Neenan, head of North American Non-Bank Financial Institutions at Fitch.

We believe valuations of select emerging - country equity and sovereign bond investments remain attractive relative to those available in developed markets.

The impact of a stronger dollar is likely to remain a hurdle for earnings, but U.S. equities are also contending with high relative valuations and a likely increase in interest rates by the Federal Reserve (Fed) in the second half of this year.

Despite valuations that appear cheap relative to the United States, we remain neutral on European equities because of downbeat sentiment and little conviction that growth will accelerate.

Despite their outperformance year to date, EM equities remain attractively valued compared to their historical valuations and to the valuations of their developed market counterparts.

If valuations remain high or increase, at some point higher yields may make bonds more attractive relative to equities.

The Strategic Growth Fund and Strategic International Equity Fund remain tightly hedged here, but it bears repeating that our defensiveness at present is not driven by valuation considerations alone, nor by our broader concerns about underlying debt and mortgage conditions.

The gains over the last six years have been much more impressive in the U.S. and, as a result, valuations of many foreign equity markets remain more attractive than the stretched valuations in the U.S., in our opinion.

Japanese equities remain inexpensive even after outpacing the U.S. market year - to - date, as strong earnings momentum has kept valuations in line.

Despite valuations that appear cheap relative to the United States, we remain neutral on European equities because of downbeat sentiment and little conviction that growth will accelerate.

Portfolio Manager Mark DeVaul discusses the strength of the U.S. consumer and shares his thoughts on current market valuations, explaining why he remains optimistic about U.S. equities in the current low interest rate environment.

Investors still cite the low costs of ETFs, but with the S&P 500 trading at a P / E ratio of 21x of higher, and earnings growth remaining persistently low, Narhi and Barr don't think equity valuations are worth the risk.