Investing when the market is expensive
By Monevator
Worried the US market is overvalued and your global tracker is 70% US? I answer reader emails and walk through how to think about investing when the market is expensive, explain CAPE and P/E signals, compare the dotcom era, and offer practical passive investor steps like trimming US weight, rebalancing and using iShares Core MSCI World SWDA
Rolly's Take
This blog speaks to the contemplative investor, someone who grapples with the complexities of market valuation amidst a landscape that often feels precarious. It resonates with those who appreciate a nuanced exploration of risk, seeking both clarity and understanding in a world of financial noise. Here, the thoughtful investor is invited to ponder deeper questions about market behavior, encouraging a mindset of reflection rather than reaction. It's for those who know that true insight comes not just from the numbers, but from the stories and patterns they weave over time.