Investors remain hungry for value stocks
European value stocks have been in high demand with investors, who are banking on a sustained macroeconomic resurgence in the eurozone. And their enthusiasm for ‘cheap’ stocks shows no signs of abating.
Growth
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“Trumpflation will lead to Europe catch-up trade”
Donald Trump has vowed to put America first. But if his presidency proves to be inflationary, it’s going to be Europe first, America second.
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The value rally – are investors right to be bullish?
After a long period of relative underperformance, value stocks are finally catching up. Are they the most compelling investment opportunity for 2017?
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US equities ‘great again’ for Europe’s fund buyers
US equities are ‘great again’ for European investors. They funneled record amounts of money into the asset class in November, with value funds being especially popular.
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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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Go for a Barbell-strategy, in US equities
European investors who are looking to increase their exposure to US equities are often looking to do so from a safe haven perspective. But they would do well staying clear of quality companies, unless they believe a recession is imminent.
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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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Is growth still the place to be in EM equities?
Growth stocks have traditionally outperformed their value counterparts in fast-growing emerging economies, and fund selector preferences are aligned accordingly. But does this still make sense in the context of decelerating EM growth and a change from export-led to consumer-led growth?
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JP Morgan Dutch and Swedish investors
Private investors in the Netherlands and Sweden are much more comfortable with risk-taking than their counterparts in the rest of Europe.
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French fund buyers go for absolute return
Fund selectors from France plan to increase allocation to absolute return, but are not very keen on buying alternative ucits funds.
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Strong Finnish fund selector preference for value
Finnish fund selectors much prefer value stocks over growth stocks in developed markets.
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Strong Finnish fund selector preference for value
Finnish fund selectors much prefer value stocks over growth stocks in developed markets.