We have updated our Equity Chart Book to provide you with an overview of expectations- and valuations entering the reporting season. Where do you find pockets of value in the current environment?
Valuation watch – Are equities worth the risk? A look at risk premia
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.
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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.
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