top of page

The Holbrook Relative Value Index




With the abundance of valuation metrics in the world of finance, it can be difficult for investors to gauge relative value amongst different asset classes.  The price to earnings multiple on the S&P 500 indicates that equities are fully valued, and some measurements (the Schiller PE or GAAP PE) indicate equities to be overvalued.  Meanwhile, treasury yields are at, or near, historic lows.  Holbrook has developed a proprietary Relative Value Index that gauges the value of equities relative to treasuries, and it indicates that equities are still cheap.  The chart below tracks the Index from 1962 to present.


Related Posts

See All

BOND MARKET HISTORYONICS

Merriam-Webster defines the word “histrionic” as overly dramatic or emotional. This is an apt description for both the Federal Reserve...

GONE FISHING

As we assess the fixed income landscape going into 2022, it looks quite different than that of the last two years. The title of this...

When the Rate Spike is Real

TREASURIES LOG THE WORST QUARTER SINCE 1980 The first quarter was largely a continuation of the recovery from the March 2020 lows for...

Comments


bottom of page