Research Affiliates chairman Rob Arnott sees a major market shift on the horizon that could present a “spectacular “opportunity for value investors. This according to an article in CNBC. In…
Tag: Value Stocks
Should Value Investors Abandon the Strategy Now?
A recent paper by RAFI Indices argues that now is the time to increase allocations to value strategies –specifically, to the RAFI strategy, a value-tilted approach that focuses on disciplined rebalancing…
The Danger of Overscrutinizing Out of Favor Investment Metrics
By Jack Forehand (@practicalquant) — No investing factor has been maligned more than the Price/Book in recent years. In a period where value in general has performed very poorly, the Price/Book…
JPMorgan: Value Rotation Will Continue
Marko Kolanovic, JPMorgan’s global head of macro quant and derivatives strategy, says the “massive rotation into value stocks that rocked investors two months ago is going to extend to 2020,”…
Value Stocks Not Left for Dead Yet
Although the value strategy has been “in crisis” of late, a recent Bloomberg article suggests, “let’s not take the panic too far.” It says, “Yes, on a relative basis, the…
A London Gathering—and Reckoning--for Value Investors
A recent article in Bloomberg offers insights on the outlook for value investing, highlighting a recent talk given at a London conference by Inigo Fraser Jenkins, head of quantitative strategy…
GMO Excerpts: The Comeback Trail of Value Investing
A recent article in FT Alphaville offers insights from GMO’s Head of Asset Allocation Ben Inker regarding the potential for a value reversal, as outlined in the firm’s third quarter…
Shift from Momentum Proves Boon or Einhorn's Greenlight Capital
David Einhorn’s Greenlight Capital hedge funds gained 8.4% in September, bringing average weighted returns for the year to 24%, the company reported. This according to a recent article in Bloomberg.…
O'Shaughnessy Insights on Value's Terrible Performance
In a recent interview on the Bloomberg Markets Odd Lots podcast, O’Shaughnessy Asset Management (OSAM) co-CIO Chris Meredith talked about value’s long period of underperformance and shared some insights regarding…
The Revival of Value Stocks Could Be the 'Real Deal'
Some signs are pointing to a value-stock rotation, according to a recent article in Barron’s that says, “value stocks are acting like a tightly wound spring that has started to…