valuations

The big question for small caps is how far does this rotation trade have to run?

An in-depth look at how to use valuation signals, how things are looking now, and a checklist for the best opportunities (and worst risks)

How value signals (and relative value) work in the case of global equities

Our valuation calculator (available on our website) shows that the most crucial variable for Tesla investors is Full Self Driving.

US Housing Market — Sudden Stop: As a result of the rate shock (a 3x jump in indicative servicing costs for a new mortgage), inflation shock (surge in living costs...

Small Cap Equity PE10 Valuations: US small cap stocks have experienced a decent reset in valuations, with the S&P 600 PE10 ratio dropping almost -40% from the peak....

Emerging Market Equity Technicals: Today we’re focusing on the local currency version of the MSCI EM index. This is so we can see what is going on in the underlying...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and post on Twitter. The purpose of this post is to add extra colour...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

The data is showing it, central bankers are focusing on it and the community are feeling it at the fuel pump, the food aisle and through friendly conversations at...

Global Equity PE10 Valuations: So there’s a few things that stand out on this chart of PE10 valuations. Perhaps the most obvious is the USA line, which sees US...

In the eyes of many investors, today’s mega-techs – Amazon, Microsoft and Alphabet, for example – are way overvalued. A cursory glance at the valuations of the North...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I hand-picked from around the web and post on Twitter. The purpose of this blog post is to add some extra...

Investors are keenly focused on how policymakers will react to current levels of inflation. Will it subside without robust intervention (as supply chains overcome...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I hand pick from around the web and post on Twitter. The purpose of this blog post is to add some extra...

Record low interest rates are doing strange things to markets. They’ve driven 12 consecutive monthly gains in Australian shares as investors buy YAAP (Yield At Any...

The QVG team has punched well above the index by sticking to its knitting of identifying quality small caps and shorting companies facing sustained earnings downgrades...

Savers have long recognised the need to balance income and capital, but recently this has proven difficult as yields of all asset classes have fallen to very low...

When Simon Doyle of Schroders Australia takes a broad view of the recent performance of capital markets and thinks about the undercurrents of shifting geopolitical,...

The purpose of this blog post is to provide a progress check and update on that controversial (at the time) "Global Equities: A Generational Buying Opportunity...