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
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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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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