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

So where are the investment opportunities early in 2014? For us 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.  Among equity markets

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

Valuation Comments 1-6-14 Among the major developed equity markets, US equities are the most overvalued while most European and Asian markets remain undervalued. It is important to remember, however, that equities are financial assets, claims on future earnings potential. In addition

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 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 negative val

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

In this low interest rate environment, income recipients have been feeling the pain.  We were approached last week by a client who is an income-only beneficiary of a trust.  He was considering more yield-oriented investments to increase his income.  We made the following points: This

With the completion of the first half of 2013, where are the investment opportunities? At The Headlands Group, we ask “What are the undervalued markets and asset classes?”  Among equity markets, the most attractive individual markets are in Europe and Japan, while the least attractive

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