Cambio Partners
Market WatchJune 2026
ValuationsUniverse P/E vs US 10Y yield · Last 12 months
Bubble fears in a cheaper market
Weighted average FY1 P/E vs US 10Y yield — global public companies $50bn+
Cambio view: Rising bond yields showing signs of fear, but universe P/E looks attractive given sustained strength in earnings.
Source: Factset. For informational purposes only. Not investment advice. Cambio Partners Ltd (Co. No. 16562021) is not FCA regulated.
Analysis