Darius McDermott: Value is not dead it’s just resting
Central banks have put value on the back foot again in 2019
Value
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Do expensive fund managers undermine the value of advisers?
Debate rages over whether adviser charges should outweigh fund costs
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Are retail fund names fit for purpose?
Descriptors like ‘high income’ potentially misleading for inexperienced investors
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Woodford blasts critics who accuse him of losing the plot
Woodford Equity Income has been shedding money since its peak in 2017
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James Anderson rubbishes prospects for value despite market hammering
Scottish Mortgage manager has been re-reading Benjamin Graham
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Industry surprised by value earnings boom
After 10 years of under performance value stocks are now beating growth on surprising metrics
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Nick Train: Value was a 20th-century phenomenon
Nick Train has played down stretched price-to-earnings ratios on companies like Hargreaves Lansdown as he warns digital disruption could mean value investing is consigned to the last century.
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Schroders added to buy list despite manager’s value warning
Schroder’s Global Recovery fund has been added to The Adviser Centre’s positive watch list, despite manager Kevin Murphy stating that value has underperformed at its worst rate since the Great Depression.
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OMGI shifts from value to quality
Stocks of companies that have stronger balance sheets will benefit more from the current market environment than value stocks, argues Justin Wells, global equities strategist at Old Mutual Global Investors.
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Jupiter’s Whitmore launches global value fund
Jupiter heavyweight UK value manager Ben Whitmore is branching out and launching a dedicated Ucits global equity mandate.
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Chelverton adds European ‘modern value’ fund to its stable
Chelverton Asset Management is launching a European ex UK equity fund with what it calls a “modern value” investment approach.
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Schroder Value team cuts number of positions and ups cash
The Schroder Value team has been cutting the number of stocks in its portfolios and raising cash levels owing to a lack of investable opportunities.
