us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Valuation

us.jpg   fr.jpg

Current valuations do not appear to be pricing in a decline in earnings

86.png

Aggregate fixed income appears to be fairly valued, but pockets are stretched

764.png

Speed valuations relative to past 20 years

714.png

Global equity valuations since 1985 - PE10

639.png

Global value/growth valuation indicator since 1998

633.png

Relative valuation: MSCI Europe value index vs. MSCI Europe growth index (z-score) since 1975

618.png

Global equity valuations - PE10 since 1985

492.png

Valuation of energy/metals companies relative to the S&P 500 since 1926

481.png

Short term: Valuation doesn't drive markets and Long-term: Valuation is very important

443.png

Growth stock valuation premium vs. long-term average since 1996

439.png

Syndicate content