Samantha Gleave: Identifying value in a modern economy
Is value structurally impaired as an investment strategy or does a modern economy require different metrics?
Value
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DFMs mull whether trendy tech stocks have lost their shine
Funds from Baillie Gifford, UBS, Janus Henderson and Axa Framlington have hefty exposure to companies clobbered in the tech sell-off
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SJP bets on value as it dumps Global Equity Income manager and overhauls strategy
CIO Tom Beal describes value as ‘one of the most established and successful ways of investing in equities’
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Leslie Alba: Selected areas of the European market are now looking cheap
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
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Terry Smith touts his outperformance over value amid virus crisis
MSCI value index sustains nearly triple the losses of Fundsmith Equity in the year-to-date
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In search of a catalyst: are value managers staging a comeback?
Perhaps quality growth’s slip-up in September was more than just a blip
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Could reaching ‘peak ESG’ cause vice stocks to outperform?
DFMs spot a contrarian opportunity as Larry Fink starts walking the walk on climate action
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Hargreaves finally ousts M&G Recovery from Wealth 50
‘They’ve been a long time getting to that decision’
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Baillie Gifford swipes trust from Franklin Templeton boutique
European trust becomes latest fund to ‘capitulate’ on value approach
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FE: The danger of underweighting value and absolute return
Louis Tambe argues a market rotation could come sooner than many expect
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Alastair Mundy: Stockpickers are just as smart as the bond team
Investec value manager has been buying into the Woodford overhang
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Alliance Trust unveils first manager change under Willis Towers Watson
Value manager with large Amazon weighting added
