Deutsche Bank warns lofty valuations point to weaker performance

Published 03/09/2025, 16:08
© Reuters.

Investing.com -- Deutsche Bank cautioned in a note to clients on Wednesday that while U.S. equities are being supported by “bullish forces” such as the historically strong performance during a non-recessionary rate-cutting cycle, valuations remain a “significant headwind” for medium- to long-term returns.

“Looking back over 150 years, the contrast is stark: when valuations are high, forward returns are consistently weak,” Deutsche Bank analysts wrote. 

They noted that from the last three major valuation peaks, 10-year real total returns were negative, “a striking outcome given that U.S. equities have historically delivered around 7% annualised real returns.” 

By contrast, when valuations were low, the following decade produced “extraordinary” returns.

The bank highlighted that much of today’s elevated market levels are being driven by the so-called “Mag-7” tech stocks and the central role of artificial intelligence in the U.S. equity narrative. 

“The current setup underscores how central AI has become to the U.S. equity story,” Deutsche Bank said. 

For investors who believe this represents a true paradigm shift, long-term returns “could still be constructive.” But, the bank added, “you are taking a big position beyond what has already been 150 years of U.S. equity market dominance.”

Deutsche Bank also drew a distinction with past bubbles. “A key distinction versus the 2000 bubble is that today’s valuation extremes are largely concentrated in the U.S.,” analysts wrote. 

Other G7 equity markets sit at more moderate valuation levels, but they “lack the same AI exposure that makes the U.S. narrative so compelling to many.”

The bank concluded that unless “this time truly proves to be different,” lofty valuations will likely weigh on long-term equity performance.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.