Cyber Monday Deal: Up to 60% off InvestingProCLAIM SALE

Global Equity PE10 Valuations: Tilt To Global Shares, Ex-U.S.

Published 07/09/2019, 12:20 AM
Updated 07/09/2023, 06:31 AM
DX
-
MSCIEF
-
MIWU00000GUS
-

Today's chart comes from the recently launched "Top 5 Charts Of The Week" report.What we've got here is the PE10 (i.e. price divided by average earnings of the past 10 years) for the major chunks of global equities. There's a couple of key standout observations on this chart, and a couple of non-obvious points to note.

Global Equity Valuations - PE10

First and most obvious is U.S. equities are clearly the most expensive of the 3 big chunks of global equities (both relative to their own history and relative to DM and EM equities). Second, EM equities are the cheapest (most obviously on a relative basis, and slightly cheap vs their own history).

DM Ex-U.S. (i.e. Developed Markets, excluding USA) are still trading quite cheap/low relative to where they have traded in the past, and clearly are much cheaper than the U.S. They are more expensive relative to emerging market equities, but not excessively so—and depending on your perspective, with lower risk.

So what do you do with this kind of data? To me valuations are an anchor point and help in setting return expectations over the medium-longer term. In other words, they matter most for medium-term portfolio allocation decisions. In that respect we continue to favor a tilt to global equities ex-U.S. with valuation being a key consideration.

There's a few other pieces to the puzzle of course (like relative economic/earnings outlook), monetary and fiscal policy settings, shifts in governance risk, and other key variables like the path of the U.S. dollar.

Some of these factors are starting to fall into place, so it's certainly something to think about, even on the key insights of today's chart alone.

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.