Value investing and ESG make uneasy bedfellows
Rotation away from growth raises questions about how sustainable strategies will perform
Rotation away from growth raises questions about how sustainable strategies will perform
BG US Growth Trust fully exited Peloton and Teladoc at a £9m loss
James Cook will co-manage the Global Growth and Income strategy
JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
Valuation gulf between growth and value stocks is still twice as wide as its average since 2003
Train loads up on more Fevertree as shares tank another 12%
Over the past 18 months, FTSE 100 investors have arguably benefitted as much from what the index lacks as it constitutes
Funds from Baillie Gifford, UBS, Janus Henderson and Axa Framlington have hefty exposure to companies clobbered in the tech sell-off
Perhaps quality growth’s slip-up in September was more than just a blip
European trust becomes latest fund to ‘capitulate’ on value approach
Louis Tambe argues a market rotation could come sooner than many expect
Central banks have put value on the back foot again in 2019