Amareos

Ryan Shea

Thematic (Sector/Industry)

<h2>Summary</h2><p><em>Global equity markets are expensive, implied volatility is low and falling, and central banks are either turning off, or threatening to turn off, the liquidity tap. This combination has certainly attracted the attention of the bears, with many speculating that the asset price bubble they perceived as having been inflated by years of accommodative policy is about to burst. In other words, we are on the cusp of a major market correction – an Ursa Major (think about it!) event. We disagree.</em>…</p>

SummaryGlobal equity markets are expensive, implied volatility is low and falling, and central banks are either turning off, or threatening to turn off, the liquidity tap. This combination has certainly attracted the attention of the bears, with many speculating that the asset price bubble they perceived as having been inflated by years of accommodative policy is about to burst. In other words, we are on the cusp of a major market correction – an Ursa Major (think about it!) event. We disagree.…

Vanguard FTSE Emerging Markets ETF (VWO US)

The Market Sentimentalist - Are The Stars Aligned?