February 03, 2014

0 Comment

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns. Non-U

January 03, 2014

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns. Non-U

December 02, 2013

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns. Non-U

November 01, 2013

November 01, 2013

A cautionary note about valuations in the current market environment. Conditions are in place today for overvalued US equities to get more overvalued. Persistently low long term interest rates and a “highly accommodative” monetary policy encourage investors to pay more for every dol

October 01, 2013

September 03, 2013

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns.Buying overvalued assets results in negative valuation returns. Non-US

August 01, 2013

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns.Buying overvalued assets results in negative valuation returns. Non-US

July 01, 2013

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns.Buying overvalued assets results in negative valuation returns. Non-US

June 03, 2013

Where are the opportunities? – Effect of Valuation on Expected Returns The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns.Buying overvalued assets result

May 01, 2013

Where are the opportunities? – Effect of Valuation on Expected Returns The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns.Buying overvalued assets results in negative

April 01, 2013

Where are the opportunities? – Effect of Valuation on Expected Returns The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns.Buying overvalued assets results in negative

December 31, 2012

Where are the opportunities? – Effect of Valuation on Expected Returns The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns.Buying overvalued assets results in negative

November 30, 2012

October 31, 2012

September 30, 2012

August 31, 2012

July 31, 2012

June 30, 2012

May 31, 2012

April 30, 2012

January 31, 2012

12

100 Larkspur Landing Circle

Suite 202

Larkspur, CA 94939

415 464 9144

© Copyright 2017 The Headlands Group, LLC