Sentences with phrase «valuation picture up»

Not exact matches

Barring further breakdowns by other market internals, a further advance in the major indices of roughly 5 % would be enough to override other divergences in the trend picture, and that would shift us to a constructive position (up to about 40 % unhedged) regardless of valuations or economic conditions.

Increasing valuation dispersion around the globe has opened up many great opportunities for the patient value investor, the mirror image — tumbling popularity, tumbling relative valuations, and tumbling historical returns — of the picture painted by low beta.