April 01, 2014

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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

March 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

February 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

January 03, 2014

December 02, 2013

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

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