US Equity
EV/EBITDA Has Only Been Higher in the US Before the Dot-Com Bubble Burst
Chart of the Day: The US market has traded in cheaper EV/EBITDA ranges 87% of the past 336 months. Historically, EV/EBITDA at this high level has led to negative subsequent returns on average.
Read MoreUS Equity FVMR Snapshot – August 2016
US’ ROE is about 3% above the World and the two consumer sectors have the highest profitability. Gearing in the US has increased since 2015 and the highest gearing is in Telecom, Utilities, and Consumer Discretionary.
Read MoreUS Equity FVMR Snapshot
US Equity FVMR Snapshot: “US in your hand—every week.” See the latest on fundamentals, valuation, momentum, and risk for US equity.
Read MoreFinding Value in Today’s Slowing Consumer Sector
VIDEO BLOG: Though the consumer discretionary sector has been slowing, there is still strong and stable profitability in emerging markets.
Read More