earnings yield

Bond yields and earnings yields have converged for the first time since the global financial crisis. Why? Implications for asset allocation.

There is a lot of noise in the financial press (meme stocks, crypto, central bank policy, etc.) and so it’s hard to really know what to focus on. In times like...

With lots of hype around some rapidly growing sectors with fast paced businesses, it can be easy to overlook opportunities amongst the noise. In this weekly update,...

The performance in US equities in particular over the last 12 months has been massive. However as the below charts show that run might be coming to an end for now –...