Why history suggests value could soon make a comeback
Value investing isn’t all about banking, basic materials and traditional retailing
Value investing isn’t all about banking, basic materials and traditional retailing
Flurry of positive vaccine news sees out of favour UK and cyclical stocks deliver double digit gains
Unusual political episodes often create opportunities for long-term investors prepared to think independently
‘I am not rushing to remove any of the value funds in our portfolios’
‘Fund launches themselves are not a reliable indicator that a style or asset class is going to perform’
Fears of a second lockdown and messy Brexit negotiations spook investors
Tom Dobell, Alastair Mundy and Mark Barnett have all exited this year
Ninety One reportedly had high hopes of keeping mandate despite star manager leaving for teaching career
Is value structurally impaired as an investment strategy or does a modern economy require different metrics?
Funds from Baillie Gifford, UBS, Janus Henderson and Axa Framlington have hefty exposure to companies clobbered in the tech sell-off
CIO Tom Beal describes value as ‘one of the most established and successful ways of investing in equities’
Certain European stocks and sectors now offer a much better reward for risk than their US peers – particularly in the case of regional heavyweight Germany