Value investing’s existential crisis

In this video series, Multi-Asset Strategist Adam Berger sits down with researchers and portfolio managers from across our equity and alternatives platforms to discuss the long stretch of underperformance by value stocks.

Value investing’s existential crisis

Many investors have questions about the underperformance of value stocks. We sought answers from members of our quantitative, fundamental equity, and factor research teams. Watch highlights from these conversations below.

COULD WE BE APPROACHING "PEAK CHEAPNESS" FOR VALUE STOCKS?

COULD WINNERS KEEP WINNING AND LOSERS KEEP LOSING?

WHAT IF SENTIMENT AND FUNDAMENTALS MATTER MORE THAN VALUATION?

TIME FOR A DIFFERENT VALUE LENS?

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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Top of Mind: Existential questions about value, international diversification, and China
Should investors be patient with value stocks and international equity diversification? And where do China A-shares fit in an emerging markets portfolio? Multi-Asset Strategist Adam Berger collects his thoughts along with research from colleagues across the firm.
August 2019
Top of Mind: Existential questions about value, international diversification, and China
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Are tech stocks partying like it’s 1999?
As of 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? 
June 2019
Are tech stocks partying like it’s 1999?
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