Cresset's Jack Ablin, CFA joined Schwab Network with Oliver Renick to talk about the current market concentration, highlighting sectors to watch from a valuation and momentum perspective. https://lnkd.in/gaGdaRZq
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Sharing a small segment of our Dec '23 newsletter breaking down the exuberance in the Indian stock markets. Hope you enjoy reading the newsletter. Please reach out with feedback / ideas! #investments #indianmarket #EquitreeCapital #smallcaps
Valuation Reality Check: Beyond the Headlines As market indices soar to new highs, widespread commentary suggests that valuations are rich across the board. But is the picture the same for all market caps, especially Small Caps? Equitree Capital's latest analysis presents a different angle, particularly for companies within the Rs. 200-5000cr market cap range. 🔍 Our findings reveal that, contrary to the broad-brush sentiment, our focus genre of Small Caps is trading at just a 7% premium to their 10-year average PE multiple—far from overvalued. This intriguing data suggests that there's more to the story than meets the eye. ⚖️ While Large Caps may be trading closer to their historical averages, our detailed research shows that the real opportunity lies within the nuanced analysis of Small Cap valuations. 👀 Get a sneak peek at our insights with the accompanying table and dive deeper into the valuation labyrinth with us. 🔗 Click below to read the full newsletter and uncover emerging investment opportunities in the small cap universe! https://lnkd.in/dap-c-q9 #ValuationInsights #EquitreeCapital #SmallCaps #InvestmentOpportunities #EquitreeCapitalPMS
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Investor sentiment has improved significantly over the last six months. However, as equity markets continue their ascent, there are questions around the sustainability of performance. How long do flowers stay in bloom? In our latest Quarterly Outlook, Simone Rouse, CFA and Bruce Budd focus on equities. They address risks to the ‘Goldilocks scenario’ – complacency is high. With the U.S Q1 earnings season approaching on April 12, can company earnings justify valuations? We also detail our approach to equity positioning – including our 12 main thematics and related holdings in Mutual Trust Pty Ltd's international equities model. Please follow the link to read more: https://lnkd.in/gh_wF4wE Jono Gourlay, MAppFin, FFin, B.A.(Hons) Stella Ng, CFA Jessica Davenport Douglas Tan, CFA Hemant Govan Mark Skocic
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This chart is more important than you think! This image reveals the volume of individual investors entering the market since 2014, and we can see that, thanks to the pandemic, we experienced an unprecedented surge in interest in investments. This has a significant impact on the prices of publicly traded companies and could affect your returns by creating more volatility in portfolios. This massive influx of individual investors changes the rules of the game completely.
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2024 has been a year of twists and turns. What will the remainder of the year bring? From macro to asset class views, our 2024 Midyear Global Market Outlook shares perspectives on investing amid uncertainty. Learn more at http://ms.spr.ly/6046YmKOo #marketoutlook #shareworthy
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The uncertainty of the last few years has challenged markets—and revealed the shortcomings of traditional asset allocation models. How can investors diversify the 60/40 stock-bond portfolio to achieve more robust outcomes in a variety of economic conditions? Find out here: http://spr.ly/6045RPAmN
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Regional Vice President | Retirement Plan Counselor at Capital Group | American Funds
What’s the outlook for equities in 2024? Our portfolio managers offer insight into where they’re looking for the next wave of market leaders. Important disclosures: https://bit.ly/2JzEDWl .
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What’s the outlook for equities in 2024? Our portfolio managers offer insight into where they’re looking for the next wave of market leaders. Important disclosures: https://bit.ly/2JzEDWl .
Stock market outlook: It's time for diversification
capitalgroup.com
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I bring CONFIDENCE to your investments and CLARITY to your financial plan.
Have qualitative and quantitative reasons to buy or sell an investment. Let me know if you want helping picking a basket of hand selected, innovative, and diversified businesses to invest in.
Idiosyncratic risk creates opportunities to lean into what works and lean out of what doesn’t. Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management told Squawk Box Europe that he believes it’s one of the most appealing aspects of the market right now. https://lnkd.in/gZfZfBYY
'We're back to a stock picker's market,' Raymond James says
cnbc.com
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What’s the outlook for equities in 2024? Our portfolio managers offer insight into where they’re looking for the next wave of market leaders. Important disclosures: https://bit.ly/2JzEDWl .
Stock market outlook: It's time for diversification
-
What’s the outlook for equities in 2024? Our portfolio managers offer insight into where they’re looking for the next wave of market leaders. Important disclosures: https://bit.ly/2JzEDWl .
Stock market outlook: It's time for diversification
capitalgroup.com
Executive Director, Clinical Pharmacology Modeling and Simulation
3moSolid segment.