The fund managers balancing act
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.
Value
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Growth value and the rise of the pragmatists
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.
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Value managers must keep faith
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.