US valuations make sense if you focus on business not politics: Asset manager – CNBC

US valuations make sense if you focus on business not politics: Asset manager – CNBC

CNBCUS valuations make sense if you focus on business not politics: Asset managerCNBC”We are still high teens PE (price-to-equity) ratio which is 5 percent plus earnings yield, which against any likely 10-year bond yield is still pretty attractive,” he calculated, adding his stance was predicated on a very healthy U.S. business sector …
US valuations make sense if you focus on business not politics: Asset manager – CNBC