U.K. Property: Stretched Valuations and Spotty Fundamentals
Upside from current U.K. property levels is likely to be limited.
Authored by: Eric Winig
Relatively Optimistic on U.K. Equities
While U.K. equities look a sight better than U.S. equities, they appear somewhat stretched on an absolute basis.
Continental Small Caps Look Stretched
Europe ex U.K. small caps offer more risk than reward.
Bear Markets, Continued
Is the bear market over? Not likely.
Puzzling Over Mid Caps
There is no simple explanation for mid caps’ recent outperformance.
U.K. Dividends on the Upswing
Not only have dividends risen recently, but they appear to have room for further growth.
The Maturation of European Style
Value continues to best growth as style distinctions evolve.
Japan Still Bullish
The pieces are finally in place for a long-awaited recovery in corporate earnings.
Emerging Markets Equities: Still Attractive
While emerging markets have struggled in 2004, the risk-reward trade-off for the asset class remains quite favorable.
Germany Joins the Inflation-Indexed Party
Inflation-indexed bonds, a curiosity a decade ago, are now a full-fledged global asset class.