macro market risk 1113
06Nov

Cheap Stocks “As Expensive As They Have Ever Been”: Citi

Valuations have become more expensive overall as value stocks outperformed the market, according to research from Citi’s global quantitative team. Appetite for risk continued to rise, despite a temporary dip caused by the debt ceiling crisis, and now seems to be a good time for stock picking strategies, the team found.

PE dispersion between cheap (q1) and expensive (q5) baskets

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