I'm not in love... it's just a silly phase I'm going through

Over the last 15 years the market has been infatuated with large cap global equities, more specifically mega cap tech. But is this 'just a silly phase' we have just witnessed driven by valuation expansion?

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It is lazy to suggest that we are simply entering a new paradigm of investing. Each decade over the last 50 years has witnessed quite different return profiles; in the 80’s the annualised return of the MSCI was over 18%, whereas in the 2000’s it was negative -0.24%.‍See below for more details.‍

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Dundas Global Investors would like to invite you to a webinar where we will explore the following questions:

• Where we are in the equity market cycle 
• Why the past is not the future 
• Which investment strategies will guard against hubris and complacency
• Q&A

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To register, see below.