Equity market valuation

Price to Book Discount: The price to book ratio for Asia Ex-Japan equities has dropped to among the cheapest readings of the past 2 decades. Indeed, Asian equities...

In a period of significant selloffs across risk assets, many investors take comfort that Aussie equities have held up better than nearly any other developed market...

“Having badly misjudged the strength of inflation over the past year, central banks are now anxious to convey the message that they are determined not to repeat the...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...

Forward PE Ratios — Real Cheap (but for real?): We have seen a major move in forward PE ratios across countries this year. The median forward PE ratio across...

We recently compiled a fairly detailed note for investors and subscribers that addresses an evergreen question: how much can an investor safely pay up to own a...

The origin of the term "crying" for Auctioneers followed a time when Roman soldiers would thrust spears into the ground to signal the start of the sale of auctions for...

A recent magazine cover highlights the current mood in stock markets. The collapse in March seems like a distant memory given that most stock market benchmarks around...

Earlier this month, a columnist at another Australian website encapsulated the exuberance that’s currently gripping stocks – and the incredulity that somebody mightn’t...

Persistently low interest rates and a structural decline in economic growth mean global equity valuations should remain high for at least the next decade, says Credit...