As the tides have turned on global liquidity (at least for now), we decided to look at equity risk premia in a historical context. Do you get adequate compensation for equity risk? Probably not.
Valuation Watch #1 – What’s Cheap and What’s Expensive in Equity space?
What is cheap and what is expensive in equity space? We have taken a look across sectors, geographies and styles in equity space. Here is what is cheap and what is expensive.