Re-Examine Valuation And Growth At New Record High

DWS
Door november 20, 2019 09:01

Re-Examine Valuation And Growth At New Record High

  • S&P 500 record high plus anemic EPS growth equals rich valuation
  • Fair P/E is driven by real EPS growth plus dividend yield vs. real cost of equity
  • Median S&P 500 ex-Financials trailing P/E is 21x, median forward P/E 19.5x
  • Healthy S&P 500 EPS growth needs recovery in manufacturing, GDP less so
  • Holiday cheer or holiday gloom?: What are the next catalysts for equities?
DWS
Door november 20, 2019 09:01

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Learn why PM Mike Della Vedova says the diversification benefits of a global high yield portfolio may involve less risk than a more traditional, U.S.-focused high yield strategy. https://t.co/g8dneU9G6N

Bob Homan of @INGnl_IO, keynote speaker at the @AlphaResearchNL conference #LowerforLonger last week: “Analysts are often too enthusiastic. They should lower their expectations.” #2020outlook

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

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