‘We scaled back top-down cyclical risk in our model portfolio during Q2’ says NNIP’s Moonen
Tag: Value
Are value stocks and small caps already out of fashion?
Details of the Biden administration’s broadly defined ‘infrastructure’ packages will be crucial
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
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’
Is 2021 the year of European equities?
‘Seemingly infinite central bank liquidity is supporting the optimistic and risk-on sentiment’ says one portfolio manager
Investment ‘factors’ are also concentrated
Apple, Amazon and Microsoft appear in the top 10 stocks for three different factors
Viewing value stock potential through a macro lens
What the recent outperformance of value stocks in the wider economic context means
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.
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.
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?
