What to do about extreme US market valuations [Members]
For MAVENS and MOGULS by The Accumulator
on October 21, 2025
Many Monevator readers tell us they’re feeling nervous about the markets. Me too. The perils on my personal Venn diagram of risks seem to overlap like unattended coffee rings.
Notable brow-furrowers include:
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Truly the Horsemen of the Apocalypse incoming all points when TA starts to go off-piste 😉 Jamie Dimon with his cockroaches, BoE jittering about GFC mk 2. You have nothing to fear but fear itself etc…
You may well have considered and dismissed the VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDGB), but it has a much lower US exposure than GBDV and has amassed an impressive £3bn AUM.
Performance has been strong in recent years.