Global Equity Risk Premia - 2023-11-05
Date:
Monday, November 6, 2023
Summary:
The US equity risk premium is by far the least attractive in the world -- at least judging by the S&P 500. Midcap is in the middle of pack, and smallcap is among the world's best (without going into countries with a lot of regime risk, such as China and Turkey).
And with this edition, we add detailed coverage for Australia and the Netherlands (at the request of clients -- we live to serve).