Our Insights

May 31, 2021
Featured Insight

Are US Equities Still Investable?

Much has been written about the valuation of the US equity market. We think we can add to the debate by outlining how we consider equity valuations and returns within the context of our strategic asset allocation framework. We also analyse the Tech Bubble of the 2000s, the most obvious historical precedent to today, to see if there are any asset allocation insights to be gained. Finally, we discuss the possibility that despite the current starting point, US equities outperform the rest of the world in the coming decade as they did in the last.

Are US Equities Still Investable?
May 31, 2021

Much has been written about the valuation of the US equity market. We think we can add to the debate by outlining how we consider equity valuations and returns within the context of our strategic asset allocation framework. We also analyse the Tech Bubble of the 2000s, the most obvious historical precedent to today, to see if there are any asset allocation insights to be gained. Finally, we discuss the possibility that despite the current starting point, US equities outperform the rest of the world in the coming decade as they did in the last.

Are US Equities Still Investable?
May 31, 2021

Much has been written about the valuation of the US equity market. We think we can add to the debate by outlining how we consider equity valuations and returns within the context of our strategic asset allocation framework. We also analyse the Tech Bubble of the 2000s, the most obvious historical precedent to today, to see if there are any asset allocation insights to be gained. Finally, we discuss the possibility that despite the current starting point, US equities outperform the rest of the world in the coming decade as they did in the last.