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.
Value
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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.