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.
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.
The dislocation between growth and value stocks is too wide at present argues Isaac Chebar.
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.
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.
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.
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.
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.
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?
Vanguard has launched its first range of active ETFs as it seeks to extend its presence in Europe into active funds.
Seven Investment Management has bolstered its fund range with the addition of an emerging markets vehicle.
The FTSE 100 spiked briefly through 7,000 points on Friday and sterling strengthened as investors woke to news that the Conservative party had beaten even the most optimistic expectations.
