James Anderson rubbishes prospects for value despite market hammering
Scottish Mortgage manager has been re-reading Benjamin Graham
Scottish Mortgage manager has been re-reading Benjamin Graham
After 10 years of under performance value stocks are now beating growth on surprising metrics
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.
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.
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.
Jupiter heavyweight UK value manager Ben Whitmore is branching out and launching a dedicated Ucits global equity mandate.
Chelverton Asset Management is launching a European ex UK equity fund with what it calls a “modern value” investment approach.
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.
Star fund manager Terry Smith has hit back at critics who believe the defensive growth stocks he invests in are overvalued and that equities are in a bubble.
Predicting higher volatility and lower asset class correlation this year, Canaccord Genuity Wealth Management’s Simon McGarry believes there will be plenty of “canny investment opportunities” He shares his seven best value stock buys with Portfolio Adviser.
Investors are missing out on good, profitable businesses by becoming swept up in the growth stock hysteria, AJ Bell’s Ryan Hughes has warned.
Growth funds have walloped their value counterparts consistently for the last decade. But with the prospect of rising interest rates on the horizon and supportive global growth, can the investment style make a comeback in the new year?