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Start your week off right with our market snapshot and data visualization from the Global Investment Strategy team.
Monthly Market Roundup Podcast
Presented by Lale Akoner,
While longer-term valuation measures show historically elevated valuations and thus imply lower future returns, lower real discount rates means equilibrium equity valuations are higher than in the past.
Given dramatic moves in risk markets, we provide a brief update of what we think markets are currently pricing in along with implications for investing.