Tag: P/E

August 18, 2020

Overvalued Stocks: What Would Make Sky-High Multiples Drop?

This top-heavy bull market, led by a handful of tech leviathans, could unexpectedly get a lot cheaper. Here’s how.

Coronavirus - COVID-19 March 27, 2020

Are Stocks a Bargain Buy Worth Taking?

Value star Bill Nygren thinks so. Hey, despite that latest pop-up, the market is still way down last month’s peak.

March 3, 2020

Why US Stocks Remain the Brawniest in the World

Strong tech outfits like Apple and Facebook help American equity returns power ahead of other nations’ markets.

October 15, 2019

Why Are We Still Using the P/E Ratio?

The storied multiple takes a lot of flak, but maybe it has value after all.

Industry White Papers

Optimizing Pension Risk Transfer Timing and Execution Pension risk transfer transaction timing is always important — but now more than ever.

2020 Long-term Capital Market Assumptions Q3 Update

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.