In a recent Financial Times Money Show podcast, editor Claer Barrett discusses the recent market rally, government stimulus, and the relationship between value and growth stock valuations with FT columnist…
Tag: Value vs. Growth
Rob Arnott is All in On Value
In a recent interview with CityWire, Research Affiliates chairman and founder Rob Arnott explains why value investing has suffered from the coronavirus pandemic but says it isn’t time to run…
Why Value Has Been Lagging Growth
Amidst continued speculation that the value strategy is dead, asset manager Dimensional Fund Advisors argued that its growth performance that has been abnormally high relative to historical levels. This according…
One Quant Sees Value Rotation as Growth Bubbles Over
Value stocks are “poised to generate some of their best returns in a quarter-century,” says QMA CEO Andrew Dyson (QMA is the quantitative arm of PGIM). This according to a…
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 Value Versus Growth Investing Debate Continues
Although the value strategy has fallen on hard times for the past 12 years causing many to question whether it still works, historical data shows that the value advantage exists.…
When Will Value Investing Outperform Growth?
The current market cycle is testing the patience of value investors, according to an article in Barron’s. “Although value managers haven’t lost money, they have watched growth managers steadily pedal…
Valuation Metrics and Spreads Can Inform Future Returns
Research has found that valuation metrics and spreads can provide useful information with regard to future returns, according to an article in ETF.com by BAM Alliance research director Larry Swedroe.…
Is There Hope for Value Investing?
A recent article in The Wall Street Journal argues against giving up on value investing notwithstanding more than a decade of poor performance. It contends, however, that there’s more uncertainty…
Small and Passive is Better in Money Management
A recent S&P report offers deep-dive analysis into mutual fund performance over the past year versus various benchmarks, according to a Bloomberg article by columnist Barry Ritholtz. “Growth stocks are trouncing…