Unpacking the opportunity in developed market equities
Center For Investment Excellence
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Valuation and Opportunities in Developed Market Equities
This chapter discusses the differences in pricing between the US and markets outside of the US, highlighting the changing sector composition in European markets and how it has become more favorable with higher return on equity and stability. Despite the lower long-term earnings growth forecast for Europe compared to the US, Europe is trading at all-time low price-to-earnings ratios, making it an attractive market.
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