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- !!️World markets have almost never been this expensive
!!️World markets have almost never been this expensive
Over the next decade we will likely see lower than average annual returns
Global Markets Investor
August 07, 2025
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The 12-month forward P/E ratio for the Information Technology (IT) sector in the MSCI World index hit 27x, the top 10% of the most expensive readings in 20 years.
Growth stocks are trading at 26x, also near historically extreme valuations.
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At current valuation extremes, history suggests we should expect lower than average returns over the next 5-10 years, with significant vulnerability to earnings disappointments.
These kind of multiples are leaving little margin for error.
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