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Navigating Stretched Valuations
Episode 25
U.S. Valuations: Deutsche Bank research shows that historically, high valuations have led to weaker 10-year returns, raising questions about long-term U.S. equity performance
AI and the Mag-7: The current rally is highly concentrated in mega-cap tech stocks, creating a potential disconnect between pricing and fundamentals.
Global Equities & Currencies: State Street reports that the 9% year-to-date decline in the U.S. dollar has boosted international returns, with Europe benefiting most
Sector Leadership in Europe: BlackRock highlights resilience in banks, aerospace & defense, luxury, and semiconductors, while remaining cautious on healthcare
Diversification: AQR stresses the importance of liquid diversifiers, like trend-following strategies, in reducing risk and improving long-term returns
Portfolio Insights:
- Dantes Outlook Alpha Capture ETF Model Portfolio gained 2.33% in August, outperforming its benchmark by 30 bps.
- Key contributors: cyclical sectors, emerging markets, inflation beneficiaries (INFL), and Eurozone/U.S. bond exposure.
- Year-to-date results: Moderate +6.54%, Aggressive +32.67%, Conservative +9.45%
Visit us at www.dantesoutlook.com to learn more.
Email damanick@dantesoutlook.com to request a meeting.
Published on 2 months ago