…to the promise of higher interest rates, reports an article inBloomberg. Globally, growth and value both returned about 20% in 2021, but in the U.S. growth stocks clobbered value. But…
Search Results for: value
Goldman Calls Out Active Fund Managers For Missed Opportunities
…article cites. But while the average value outperformance usually is 41%, it was 56% in 2021. With little clarity on central-bank policy and how coronavirus variants will evolve and affect…
In 2021, Size Drove Returns
…spending from services to goods, and the small-cap portion of the market, along with the value side, is trading below their fair value estimates, making it the least expensive section….
The Forecast Article To Shake Your Belief in Forecasts
…likely won’t after they see the end result of these. [1] The S&P 500 Will Lose 5% in 2022. I am one of these fundamental value guys who has been…
Go All In On Treasuries At 3%
Hold off on dumping your high-priced growth stocks for cheaper value shares while bond yields increase, until the benchmark Treasuries yields 3%, advises an article in Bloomberg that cites research…
Buybacks Hit Record
…up share prices. The Build Back Better Bill that passed in the House would institute a 1% tax on the net value of a company’s stock buybacks. And while the…
2022 Looks Poised Be Good For Value Stocks
In an interview with CNBC, Chairman, co-CEO and CIO of Ariel Investments John Rogers predicts that 2022 is going to be a great year for value. While technology stocks have…
Our Five Most Popular Podcasts of 2021
…of the audio version and views on YouTube within the first 60 days of their release. Rob Arnott, Founder of Research Affiliates, on Inflation, Bubbles and the Future of Value…
Should Bitcoin Be 5% Of Allocators’ Portfolios?
…because it can hold its value when assets decline. But the Catch-22 here is that as Bitcoin is included in more institutional portfolios and given more allocation, those correlations—both up…
Find Cheaper Alternatives To Expensive Stocks
…do much except minimize their exposure. To do that, Kaisssar advises taking another look at small companies, value stocks and foreign markets: bad performers in recent years but exceedingly cheap….