Capital Markets Review – Q4 2019
News & Press
Report
|January 23, 2020
Keeping Up With the Joneses May Bankrupt the Neighbors
Curious about what drove the markets to record highs in 2019? Expansion in PE ratios drove 83% of the increase, while higher corporate earnings accounted for only 8%. What could this mean for 2020? In this quarter’s Capital Markets Review, our Investment Team examines which areas of the market appear risky and how it impacts our portfolio positioning.
Read Full Review