Terry Smith blasts style critics; disputes equity bubble
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.
Value
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The seven best value buys in 2018
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.
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AJ Bell’s Hughes warns on growth stock hysteria
Investors are missing out on good, profitable businesses by becoming swept up in the growth stock hysteria, AJ Bell’s Ryan Hughes has warned.
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Can value make a comeback in 2018?
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?
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An investment strategy where volatility goes up but risk does not
Value investing has undergone huge change since the global financial crisis with the conversation thankfully moving away from cost in isolation to what represents good value – value for money, in other words.
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PA ANALYSIS: Hey, fund selectors – where’s the value add?
With several fund selectors opting to publish the track records of their rated funds, what, if anything, can convince the Financial Conduct Authority that research consultants are adding value?
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EdenTree’s Hepworth ‘going against the herd’ on value
The “Trump bump” may have slumped in 2017, but EdenTree Investment Management’s CIO Robin Hepworth argues the value trade is for the long-haul.
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‘Mortified’ Train sticks by Pearson as FGT struggles
Nick Train is refusing to remove troubled publisher Pearson from Finsbury Growth & Income Trust as his fund failed to beat the FTSE All-Share over the half year.
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PA ANALYSIS: The price ain’t right as investors focus on fees but forget valuations
Getting value for money is the topic dominating the funds industry today, but on two different fronts.
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PA ANALYSIS: Why value stocks have disappointed in 2017
Ever regretted a shopping trip in the January sales? Swayed by the discount, you bought a polyester shirt, say, only to find it fell apart after one wash.
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Bond market may survive rising rates – RSMR’s Rayner
Volatility in the bond markets might be more muted than expected if the impact from rising rates takes root swiftly, according to Rayner Spencer Mills Research director Ken Rayner.
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Value funds poised to weather future sea changes
Mid-cap funds have had a strong five years, though a sea change could be looming for larger funds, with those following a value style likely to be the future winners.
