What Valuation Can Tell You About the Market – And What it Can’t Excess Returns

There is no shortage of discussion in the media about the valuation of the market. And with the big market run we have had recently, valuations have once again become stretched. But what does market valuation tell us about the future returns of the market? And is there anything investors can do to adjust their portfolios based on market valuations? In this episode, we take an in depth look at the major ways to value the market, how they are calculated, and the different ways investors can use them. We also look at where the market currently stands from a valuation perspective and look at areas of relative value within it. 
We hope you enjoy the discussion. 
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