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…
Tag: Value vs. Growth
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But recent months…
Look For Value Stocks To Win Over The Next Decade
Since 2010, growth stocks have produced a 17.4% annualized return, much higher than the 10.6% return on value stocks. But don’t count value investing out yet. According to a recent…
For Value Investors, Avoiding Growth Companies Can Hurt Returns
Although many value investors may avoid growth companies altogether, one asset manager believes such an approach is “fundamentally flawed” according to a recent article in Institutional Investor. Applied Finance, a…
Buffett’s Favorite Writer on the Value-Growth Quandary
In a recent interview at his annual Strategic Investment Conference, Oaktree Capital Management co-founder Howard Marks shared his thoughts on value and growth investing with John Mauldin (of Mauldin Economics). …
Stimulus Activities, Consequences, and a Shift to ‘Value Investing’
A recent article in Investing.com outlines some of the consequences of the governments’ economic stimulus activities. Here is a summary of the article’s main points: “One consequence of spending too…
Value Stocks: Will 2021 Be Their Year?
Several signs point to an end of the long-term slump suffered by value stocks, according to a recent article in Kiplinger. Here are some key takeaways from the article: The…
Stifel’s Barry Banister on Value versus Growth
In a recent interview with CNBC, Stifel chief equity strategist Barry Banister shares his thoughts on the value rotation and what it means for the valuations. Here are highlights from…
The Great Value Rotation and the Strategy’s Evolution
Many market pundits and value investing advocates believe that value stocks are in line to reverse their long patch of underperformance, fueling a renewed debate about the strategy’s future that…
Nir Kaissar on the Value Rebound: When Not If
In the final installment of his three-part article series, Bloomberg columnist Nir Kaissar argues, “like any investing strategy, value disappoints occasionally and sometimes for long periods, but it will be…