Two ways to play the shift to value
Chris Kitchenham discusses three ideas he is rather excited about at the moment.
Chris Kitchenham discusses three ideas he is rather excited about at the moment.
The battle for AstraZeneca between Pfizer, the UK government and the existing shareholders of both companies is, as far as investors are concerned, all about its valuation - nothing more, nothing less.
Witan Investment Trust has appointed two new investment managers to run a combined global mandate of £190m as it takes a more active, value-driven approach.
European mergers and acquisitions dropped year on year in Q2 2012, both in terms of deal value and deal volume according to data provided by Mergermarket.
Warren Buffett obviously knows the value of his beans. His long-term record is way ahead of the competition but, following Berkshire Hathaway’s deal to buy Heinz, when will the others ketchup?
As investments have become more diverse and complicated in nature, so fund managers have grown increasingly reluctant to have their methods boxed into predefined classifications, especially with growth and value.
Theres been talk recently about a summer risk asset rally which may or not be coming to an end depending upon your perspective on the state of the US economy and the eurozones woes.
Fitch Ratings’ latest findings on the underperformance of value-oriented stock picking, published last week, have made for interesting reading but, arguably, this tells us little that we dont already know.