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Michael Kao: Analyzing global equity valuations and ETF performance as of March 25, 2026

Michael Kao: Analyzing global equity valuations and ETF performance as of March 25, 2026
Global equity and ETF valuations update

Michael Kao provided an update dated March 25, 2026, inviting users to review the Equities / WRLD tab for in-depth analysis. The resource allows for the examination of relative valuations and performance across major global bourses and exchange-traded funds (ETFs). Kao encourages comparing each index's current valuation to its historical averages to assess its relative attractiveness.

Kao previously noted that ECC distributions were set to reach $2.10 by March following an upward revision, with the March dividend already reflected in net asset value here. In a separate update, he warned that oil market disruption was leading to demand destruction and increased use of substitutes here. These earlier posts add context to his ongoing coverage of asset valuations and market risks.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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