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.
Value
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BMO’s Potter goes neutral US post-Trump, keeps Asia overweight
BMO Global Asset Management’s Gary Potter revised his funds’ underweight US position to neutral after the election, but did not back down from his convictions on Japan and Asia despite Donald Trump’s trade rhetoric.
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PA ANALYSIS: Value vs growth not a black and white issue
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.
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PA Video Insight: A value inflection point coming
The dislocation between growth and value stocks is too wide at present argues Isaac Chebar.
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Looking for value doesn’t make me a contrarian
I’ve always seen the word ‘contrarian’ as going against popular opinion but when I invest I’m simply looking at some of the other characteristics of a stock that others might ignore.
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PA ANALYSIS: Is the real ‘value’ still in growth investing?
Growth investing has had a stellar few years but, amid talk of more favourable conditions for value investors, there is little evidence yet to suggest the tide has turned.
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PA ANALYSIS: Are value stocks diamonds or landmines at the moment?
The big shift from the growth style of investing into a value style has been played out a number of times, but there are reasons to believe it could be an unwise move this time around.
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It could finally be the year for value investors – Fidelity’s Wright
If the current economic climate continues value investors could have their time in the sun as the market re-assesses the prospects of stocks currently in the “reject bin”, according to Alex Wright, manager of Fidelity Special Values.
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PA ANALYSIS: Now is not the time for value ‘cold feet’
It is always darkest before the dawn. It is the sort of cliché that gets used only when one is tired, when there really isn’t much left to be said. Which, I would hazard to guess, is how a lot of value investors are currently feeling.
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PA ANALYSIS: Another tough year for value investors?
The FTSE’s felled and the bears are back out in force, so could now be good time to entrust your wealth with a dedicated value investor?
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Vanguard targets Europe with first active ETF range
Vanguard has launched its first range of active ETFs as it seeks to extend its presence in Europe into active funds.
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Seven IM adds EM fund to ‘smart passive’ value range
Seven Investment Management has bolstered its fund range with the addition of an emerging markets vehicle.