Societe Generale’s Chart of Swan Risks This chart shows the downside and upside risks to the growth outlook. Biggest risks (black swan): protectionism/trade wars (25%), and European policy uncertainty (20%) Image: Societe Generale Cross Asset Research
Are Value Stocks Cheap or Expensive? Value stocks usually trade at a 24% discount to the stock market.But as of 02/29/2019, they are trading at 31% discounts in the U.S., 33% discounts in Europe and 34% discounts in emerging countries. Image: GMO
Why Do Eurozone Bond Investors Accept Zero Long-Term Interest Rates? Because they have a deflationary view of the euro area economy. Now, investors are losing so much money just by holding German bonds in real terms (adjusted for inflation). Today, the Germany 10-Year bond yield hits 0% again. Keep in mind that raising interest rates in…
https://www.isabelnet.com/wp-content/uploads/2019/03/stock-market-equity-risk-premium.mp4 This fabulous model shows if the US stock market return for the next 10 years is more or less attractive than the 10-Year Treasury Note The US stock market equity risk premium is the US stock market excess return for the next 10 years over the US 10-year Treasury Note. This is the premium…
https://www.isabelnet.com/wp-content/uploads/2019/03/stock-market-valuation.mp4 This powerful model looks into the US stock market and alerts if it is overvalued or undervalued The model shows the valuation percentage to the right and to the left. In the middle, it shows what the probability of each event happening is. Probability is a way to show how often an event will…
Contact Us You have a question about our service and you cannot find the answer in the FAQ. Do not hesitate to contact us, we will be more than happy to assist you! EUROPEAN OFFICE ISABELNET S.A.51 Cite Joseph BrebsomL-4046 Esch-sur-AlzetteGRAND DUCHY OF LUXEMBOURG (LU) Connect with us on Twitter