Finns and Swedes’ small cap preference reaps rewards
European small cap growth funds have outperformed rival fund categories over the last three years, and Finnish and Swedish fund selectors have led the pack in cashing in.
Value
-
-
Can value make a comeback in 2018?
Growth funds have walloped their value counterparts consistently for the last decade. But with the prospect of rising interest rates on the horizon and supportive global growth, can the investment style make a comeback in the new year?
-
Brace for sub-zero returns
Most asset classes will provide investors with negative real returns going forward, according to US asset manager GMO. There’s just one exception to this rule.
-
The power of reading: do the in-depth research and you can add value, says Trium’s Randeep Grewal
Randeep Grewal, manager of the Trium Opportunistic Equity fund about his investment process.
-
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.
-
Perceived risk hides small cap outperformance, says SLI
Small cap equities provide better risk-adjusted returns than large caps, despite higher volatility, said Andrew Paisley, manager of Standard Life Investment’s European Smaller Companies Fund.
-
“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.
-
Investors keep pouring money into US equity ETFs
Investors kept faith in US equities in January, despite the Trump rally losing steam, according to Morningstar ETF flows data.
-
Value factor shines as past winners turn into losers
Value stocks were the stellar performers in all equity markets in 2016. The three factors that had shown most outperformance in recent years, however, disappointed investors last year.
-
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?
-
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.
-
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.