Could we be approaching “peak cheapness” for value stocks?

In this brief video, quant researcher Owen Lamont offers historical perspective on the recent underperformance of value stocks and thoughts on a return to value leadership.

Value investing’s existential crisis

Many investors have questions about the long stretch of underperformance by value stocks. Multi-Asset Strategist Adam Berger sought answers in a series of conversations with researchers and portfolio managers from across our equity and alternatives platforms. Watch highlights from the first of these conversations in this video.

VALUE INVESTING INSIGHTS

Will the value headwinds let up?
Members of our Fundamental Factor Team consider the tactical and structural challenges facing value stocks, the portfolio implications, and what it would take to alter the prevailing growth/value dynamic.
February 2020
Will the value headwinds let up?
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Are tech stocks partying like it’s 1999?
As at early 2019, the stock market was hitting all-time highs, with glamorous tech stocks outperforming old-fashioned value stocks. Is it 1999 all over again?
January 2019
Are tech stocks partying like it’s 1999?
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