Eye on the Market 2020
Comment of the Day

January 06 2020

Commentary by Eoin Treacy

Eye on the Market 2020

Thanks to a subscriber for this report from JPMorgan Asset Management which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area.

Valuation expansion is one of the most commonly voiced concerns among investors looking at predicting what stock market returns are likely to be in 2020. They have a point. Earnings have not risen to nearly the same extent as prices and profits have been rangebound for nearly five years. However, it is also worth considering that much of the valuation expansion seen last year was an unwinding of the decline posted in 2018.

Click HERE to subscribe to Fuller Treacy Money Back to top