Will economic green shoots entice investors back to UK market?
Value stocks and smaller companies could benefit from a UK equity revival
Value
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Dewi John: spotting the growth rebound’s winners and losers
While the market can famously remain irrational longer than investors can remain solvent, analysis suggests this growth rally is thinly supported Having largely given up on organic intelligence, investors have grown all excited over its artificial offspring. As a result, the (mainly US) stocks linked to AI have raced away from the broad market this…
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Is growth stocks’ dominance a case of style over substance?
2022 was hailed a year of revival for value strategies, but they have been comprehensively outpaced by growth strategies to date in 2023. The MSCI World Growth index has beaten the MSCI World Value index by around 14% since the start of the year, with weaker commodity markets, economic weakness and the banking crisis all…
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Is the dominance of growth stocks a case of style over substance?
Value strategies have been comprehensively outpaced
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Risky assets need a rebalance as recovery accelerates
‘We scaled back top-down cyclical risk in our model portfolio during Q2’ says NNIP’s Moonen
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Are value stocks and small caps already out of fashion?
Details of the Biden administration’s broadly defined ‘infrastructure’ packages will be crucial
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How badly will third wave stymie Europe’s recovery?
Economies and stock markets have generally been more resilient than expected in the face of repeated lockdowns
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Longer-term outlook for value is attractive, says Robeco
‘In our opinion, the diversification benefit of allocating to value is reason enough to consider it in your portfolio’
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Is 2021 the year of European equities?
‘Seemingly infinite central bank liquidity is supporting the optimistic and risk-on sentiment’ says one portfolio manager
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Investment ‘factors’ are also concentrated
Apple, Amazon and Microsoft appear in the top 10 stocks for three different factors
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Viewing value stock potential through a macro lens
What the recent outperformance of value stocks in the wider economic context means
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Selectors prefer growth GEM funds but value performs better
European fund selectors expressed a preference towards growth emerging market funds over value during the last six months. However, Europe’s top performing funds allocated a greater weighting towards value stocks during the period.