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April 9, 2018

Chart of The Week: FANG turmoil: a trigger for rebalancing out of the US?

by Fathom Consulting.

by Fathom Consulting.

FANG turmoil: a trigger for rebalancing out of the US?

On a 12m forward price-to-earnings basis, US equity market valuations are almost 30% more expensive than global peers. In a recent research note, Fathom argued that the equity market may be in the midst of a rebalancing act, with investors selling expensive US growth stocks in favor of more attractively priced foreign ones. This would be a similar trend to the one that happened from 2006 to 2008 in the previous market cycle.

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