In 2022, look for better returns in Europe and Japan, and steer clear of U.S. stocks and bonds, advises Morgan Stanley’s strategy team, according to an article in Bloomberg. Fading…
Tag: Market Valuations
Robert Shiller Would Not “Cash Out” of Pricey Stocks
In a December interview with CNBC, Nobel Laureate Robert Shiller offered his view of market movements, saying that vaccine optimism has placed the economy at a turning point. Although Shiller…
Stocks Are Cheaper, But Not Much
While the sell-off earlier this month led to lower share prices, according to a recent article in The Wall Street Journal, “they are still far from cheap.” The article points…
Burton Malkiel on How to Invest in an Overpriced Market
In a recent article for The Wall Street Journal, Burton Malkiel, author of the celebrated market tome A Random Walk Down Wall Street, wrote that “Investors have reason to worry.”…
In a High Market, Investors Should Prepare for a Downturn
A recent article by Jeff Sommer of The New York Times poses the question: “Is this the top of the market? Is it time to sell?” “Simply put,” writes Sommer,…
Indicators of a Market Top
Market tops tend to have three characteristics in common, and only one of them is reflected in the current environment, according to a recent article in Barron’s. The article cites…
Grantham Sets the Record Straight
In a recent Barron’s article, Boston-based asset management firm GMO’s co-founder Jeremy Grantham sets the record straight after what he calls “a few misquotes and misunderstandings by journalists.” The journalists,…
Rob Arnott is Pro-Emerging Market Investment
Countries don’t have to be great to see significant market growth, according to Research Affiliates’ CEO Rob Arnott as explained in a recent Investment News article. In fact, the article…
Are Value Investors Really "Valuation" Investors?
Even though there has been a lot of commentary around current high stock valuations against lackluster earnings growth for the S&P 500, it is “neither practical or precise” for an…
Look at Valuations in a Vacuum
“Valuations and prices need to be judged relative not to the past but to price and valuation of other assets available right now,” writes Zachary Karabell, head of global strategy…