Sentences with phrase «see equity market valuations»

Not exact matches

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

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.

We see opportunities in emerging market equities, as economic reforms, improving corporate fundamentals and reasonable valuations provide support.

Robust consumer spending is typically a friendly factor for the equity market, and may provide a reason to maintain equity exposure, in my view, despite high equity valuations seen over the past year and the lack of any significant market correction.

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 amount of an instrument (equity, future, option commodity etc.) that they can buy in one day will be governed by a number of things, most notably how much cash or credit they have (they normally have more cash and cash equivalents on hand than most human beings will see in their life), how much they can afford to move the market price (including how fair they think the valuation is currently) and the liquidity of the market for the instrument as a whole.

Lower rates do not always and everywhere imply higher equity valuations — see Japan over the past 25 years — two bear markets of 60 % each in a ZIRP environment.

On the contrary, since the 1940's, the ratio of equity market value to GDP has demonstrated a 90 % correlation with subsequent 10 - year total returns on the S&P 500 (see Investment, Speculation, Valuation, and Tinker Bell), and the present level is associated with projected annual total returns on the S&P 500 of just over 3 % annually.

If you were 100 per cent in equities, that's not really a balanced portfolio, and given current valuations, I'd see this morning's flat market opening as an opportunity to take off a bit of equity risk: far better to do so when markets are up or flat than when they are plummeting, which is evidently the fear everywhere in the world except — ironically — in the United States itself.

«Yes it's the worst bear market since 2000 - 02, and stocks are trading at valuations not seen in decades, but equities will come back.»

• Looking at individual markets again, we see that the most attractive markets are generally the crisis - ridden European equity markets and in particular Greece which currently has such low valuations that real returns over the next five years could come close to 100 %.

Jean - Marie Eveillard Video on Market Cycles Jean - Marie mentions that throughout his career there have almost always been opportunities to invest in equities but that there are some «valuation problems» arising from the risks he sees ahead, partly because of the unintended consequences of quantitative easing: «To my mind quantitative easing is a monstrosity — money is not supposed to be free for heaven's sake.

So what you're seeing is lots of private equity money recognizing the valuation gap in the REIT market and starting to come into the market.