Sentences with phrase «growth equity valuation»

The report focuses on private company growth equity valuation and financing data, as well as the top investors and companies that participated in transactions throughout 2014 in the B2B software industry.

Data provided represents a compilation of information from leading private company financial research... Continue reading GrowthCap's Growth Equity Valuation Report: B2B Software →

Not exact matches

Asia and Latin America are not risk - free, but «there seems to be sense in buying equities in these regions on similar or lower valuations than their counterparts in the developed world given that dividend growth is likely to be superior, given higher economic growth potential.»

When you purchase a broad swath of equities, say an S&P 500 index fund, the returns you can expect over the next decade or so comprise four building blocks: the starting dividend yield, projected growth in real earnings per share, expected inflation, and the expected change in «valuation» — that is, the expansion or contraction in the price / earnings (P / E) multiple.

The bearish sentiment in Asia followed a softer lead from Wall Street, which has led a global equities rally over the past year thanks to strong world growth fueling higher corporate earnings and stock valuations.

yields will hit the highs on close end of the day... equity markets setting up to be slammed tomorrow maybe but today they have run over weak shorts in the face of rates... the federal reserve see's this and again will wonder if they are behind on hikes, strong data, major expansion in credit, lack of wage growth rising bond yields and ballooning debt... rates will go much higher and equities will have revelations as to what that means for valuations

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.

Broadly, we still prefer equities over credit due to strong earnings growth, modestly cheaper valuations following last month's swoon and market's pricing in expectations of Fed rate increases.

The company's strengths can be seen in multiple areas, such as its revenue growth, reasonable valuation levels, largely solid financial position with reasonable debt levels by most measures and notable return on equity.

Event - driven and long short equity managers, for instance, have overall seen rosier average gains over the past 12 — 18 months on the back of investors» growing focus on company - specific events, earnings growth, balance sheets and valuations of individual securities across different sectors and regions.

This helps explain our preference for European, Japanese and emerging market (EM equities), where valuations look more reasonable and gains have been driven more by expected earnings growth.

One challenge to our growth investing strategy in 2018 may be the high level of investor skepticism surrounding current valuations for US equities in general, and for technology in particular.

When we look at strategies, long short equity specifically, we anticipate the market will be more discerning with regard to fundamentals like revenue growth and valuations.

Our view for broader and stronger economic growth this year, with only slightly higher interest rates from current levels, is favorable for equity valuations — especially after the latest decline in equity prices.

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.

With lower energy prices, the potential for resolution to increase confidence, and the reasonably low valuations currently afforded to small - cap growth equities, now may not be the time for pessimism.

Both valuations and consumer sentiment may be at high levels, but with stable real yields, rising productivity and «normalised» valuations, the equity outlook is not necessarily negative — as long as economic growth continues.

Stronger growth, higher inflation and low equities valuations make a compelling case for a fresh look at Japan.

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 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.

These nearly zero interest rates is what drove many U.S. and European fixed income investors towards higher income opportunities in their own home countries — so, they bought more equities, REITs and dividend growth stocks over the last 5 years, driving up valuations (though the February correction has brought back some sanity.)

Rather than valuations or the dollar, the best case for EM equities ties back to global growth.

Historically, the differential in return - on - equity (ROE) explains approximately 35 % of the variation in growth / value relative valuations.

As we begin to observe more reasonable valuations in the general equity market, you'll see us respond the same way in the Strategic Growth Fund.

That said, the region may fare well in a better global growth environment and find current valuations to be a potentially attractive entry point into eurozone equities.

Interest rates are close to historic lows, equity valuations and bond prices appear stretched, and global economic growth has slowed.

I believe it's fair to say that as we look at a world where very few asset classes globally have produced positive nominal returns year - to - date, and a world where US corporate earnings and economic growth have been tepid at best, increasingly ascending US equity valuations connote incremental capital concentration.

So the question naturally becomes, should «fair» or average equity valuations in a 1 1/2 -2 % GDP growth world be the same as what has considered fair valuation for equities in a 3 1/2 -4 % GDP growth world of the last 60 years?

The rising interest - rate environment appears likely to increase how much performance varies among equities, as valuations are adjusted to reflect more accurately the differences in companies» growth outlooks, cash flows and balance sheets.

He discusses how he believes two pillars — consumer spending and corporate earnings — will continue to support US economic growth, and gives his take on equity valuations and investment opportunities in the current market environment.

Furthermore, he notes that while earnings are decent, there is the hard truth that returns over the last few years have come as much from higher equity valuations as they have from fundamental growth.

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.

A trio of articles covers high year - to - date returns, valuations and, consequently, increased risk of small - cap equities, especially those with growth characteristics and in the technology sector.

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.

Investing in growing companies committed to sustainable practicesCommitted companies: The fund invests in growth companies with the goal of delivering positive financial and ESG performance.Active strategy: The managers utilize bottom - up research to identify companies with attractive sustainability, fundamental, and valuation characteristics.Veteran team: A dedicated sustainable investing team is backed by Putnam's equity research and quantitative / risk analysis groups.

We examined valuations by quintile and corresponding data on earnings, return on equity, and revenue growth (Figures 1 and 2).

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.

Investing in growing companies solving sustainability challengesImpact companies: The fund invests in growth companies that directly demonstrate positive impact in social, environmental, or economic development.Active strategy: The managers utilize bottom - up research to identify companies with attractive sustainability, fundamental, and valuation characteristics.Veteran team: A dedicated sustainable investing team is backed by Putnam's equity research and quantitative / risk analysis groups.

This helps explain our preference for European, Japanese and emerging market (EM equities), where valuations look more reasonable and gains have been driven more by expected earnings growth.

Returning to Mr. Hibbert, he would appear to share this view: «Given that the starting valuation for equities is now very low, then if those companies can continue to increase their earnings profile I think you will see very strong returns because you will get both capital growth and dividend yield.»

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.

Combined with earnings growth, we see these returns of capital to shareholders offsetting some valuation challenges: Investors are typically unwilling to bid up equity valuation multiples when rising interest rates and inflation threaten to erode corporate profit margins.

Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p / e / g ratios, asset turnover rate, operating margin, debt / equity ratio, free cash flow, relative price strength, etc..

Individual issues in the Fund typically sell at reasonable valuation levels and are supported by above - average corporate profitability, accelerating earnings growth and low debt / equity ratios.

In the current environment of rising interest rates, lower costs, and higher loan growth, we believe earnings and equity valuations for the banking sector should recover in earnest.

Huemmer noted a combination of factors driving the shift, including strong emerging - market performance, positive expectations for global growth, compelling valuations of international equities, and more accommodative monetary policy overseas.

Whereas I'm perfectly happy to defer to Buffett here — aside from secular earnings growth itself, interest rates are arguably the equity market's greatest single driver (& valuation benchmark).

At current levels of the market, the yield of these bonds more than compensates for the possibility of capital growth in equities (valuations are stretched)

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Also given the low growth, low inflation and low interest rate environment and the somewhat above average valuation numbers, one has to expect lower nominal returns from equities as compared to the past.