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. Refle

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. A num

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. Best

Summary – Where does an investor want to be? So where are the investment opportunities? At The Headlands Group, this means “What are the undervalued markets and asset classes?” When markets and asset classes are priced below value, they offer investors the best potential future return

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

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

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

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

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

Following the 2008 market decline, investors have been all too eager to replace equity exposure in their portfolios with non-equity exposure. Having lived through losing 50% of their equity values twice in a ten year period, many have decided that they have too much equity exposure in