…at their present value, making them less profitable in the future. Value stocks have traditionally done better than growth during times of rising consumer prices, but the difference today is…
Search Results for: value
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since
…We also cover his research on combining value and momentum and the relationship between location and firm value, and what he thinks practitioners get wrong about academic research. We hope…
Sector Shake-Up Could Have Huge Impact
…to the financial sector, while ADP and Fidelity National Information Services would shift over to industrials. The market value of the S&P 500’s tech sector could shrink and become even…
Inflation Equals Value Stocks’ Time To Shine
…than bitcoin which has no intrinsic value and may or may not protect you. Betting on a store of value in the shape of inexpensive stocks, according to some analysts,…
Sustainable & Value Investing Are No Different
…Sustainable Future Forum. Factoring in ESG—environmental, social, and governance—criteria can help investors in their value investing strategies, ie. looking for companies that appear to be trading below their intrinsic value,…
What Has Worked and What Hasn’t So Far in 2021
…started off very strong for value stocks, many of which were cyclical companies, and this helped some of our value-oriented approaches, and more recently we’ve seen a shift back to…
A Glimpse Into The Future Of Investor Customization Through Direct Indexing
…settings. The dimensions that clients care most about are taxes, the ability to put value into a portfolio, and risk and ESG. While only 15-20% of the company’s accounts use…
Five Lessons Our Podcast Guests Would Teach Your Average Investor
…for growth investors, as they often think growth will continue indefinitely and don’t consider valuation. For value investors, buying is often the most difficult part because they can get caught…
What’s Wrong With Negative Yields?
…of wealth transfer changes the calculus of finance, where investment requires returns. Hence, a negatively yielding bond disrupts a fundamental principle: the time value of money. Bhansali says his perspective…
Where Firms With $3 Trillion Are Putting Their Money
…a sustained inflation increase, and they are readying their portfolios for that, planning to allocate stocks across value and quality-type strategies. The fund recently bought stakes in a wind farm…