Sentences with phrase «u.s. equity market valuations»

Not exact matches

«The level of valuations in the equity markets are not bubbles, but it's tough to argue any of the components of equity markets are undervalued globally, with the best example being the U.S.,» Davis told CNBC.

Along with the steepest equity valuations in U.S. history outside of 1929 and 2000 (on measures that are actually reliably correlated with subsequent market returns), private and public debt burdens have reached the most extreme levels in history.

Indeed, in the past, U.S. equity markets have been more resilient to tightening monetary conditions if valuations were flat or lower over the preceding 12 months.

Last week, the U.S. equity market climbed to the steepest valuation level in history, based on the valuation measures most highly correlated with actual subsequent S&P 500 10 - 12 year total returns, across a century of market cycles.

Now, as many investors worry about a global growth slowdown, rising rates and higher volatility in U.S. equity markets, dividend growers offer potential opportunities due to their healthy balance sheets, as well as better valuations, and lower volatility.

Starting valuations explain roughly 10 % of U.S. equity market returns over the following year but 87 % of returns over the next 10 years, according to our analysis back to 1988.

A weaker U.S. dollar, too, has helped in recent months, as have lower, attractive valuations relative to developed - market equities.

Bottom line: U.S. equities are the least dirty shirt of global equity markets, although high valuations keep our return expectations in check.

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.

Full valuations — Canadian and U.S. equity markets are trading at above - average valuations, while strong performance has also lifted overseas valuations.

Market observers frequently opine that international markets, including developing economies, are sporting more attractive equity valuations than major U.S. benchmarks, such as the S&P 500.

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

The basis for this positioning was our view that international equities stood to benefit from a longer runway for economic growth, stronger corporate earnings, and lower valuations relative to the U.S. market.

During this time, U.S. equity valuations have inflated and decoupled from other developed markets.

Starting valuations explain roughly 10 % of U.S. equity market returns over the following year but 87 % of returns over the next 10 years, according to our analysis back to 1988.

Now, as many investors worry about a global growth slowdown, rising rates and higher volatility in U.S. equity markets, dividend growers offer potential opportunities due to their healthy balance sheets, as well as better valuations, and lower volatility.

The political / economic environment and resulting relative valuation of U.S. and EM equities from the 2008 EM market peak through 2015 rhymes with the span from the 1994 EM market peak through 2002.

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.

Advisers sharply increased allocations of client assets to U.S. equities, but some planners are cautioning against piling into a market where they see valuations as being too high.

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.

Understand where the current U.S. equity markets are in relationship to their historical valuation measures.

Strong market performance has inflated U.S. equity valuations, potentially moving the risk / return ratio out of the investor's favor.

The strong market performance has inflated U.S. equity valuations, potentially moving the risk / return ratio out of the investor's favor.