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Expert Series: Don’t Get Caught in the Value Trap: A Closer Look at the CAPE Ratio

Expert Series: Don’t Get Caught in the Value Trap: A Closer Look at the CAPE Ratio

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Is there any opportunity for value in today's risk-on/risk-off, news-driven trading environment? Although market volatility has increased in recent years, there is still a place for a disciplined, value-oriented approach to building equity portfolios. A tactical approach that incorporates the principles of value investing for portfolio construction and allocation is a widely accepted but difficult-to-implement concept within the investor community. The goal of the Barclays ETN+ Shiller CAPE ETN is to distill these concepts into a single, accessible product that can be used in portfolio asset allocation.

Listen as IndexUniverse, Barclays PLC and Prof. Shiller walked through an in-depth look at this ETN, explored the CAPE ratio and more. This 60-minute webinar examined the construction of the CAPE ETN and how its tactical approach can be used in a strategic asset allocation.

Topics covered include:
  • Long-term sector valuation: CAPE ratio
  • Applying the momentum signal to avoid the "value trap"
  • Best practices for both strategic and tactical use of CAPE