Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
Tag: Value Stocks
Man GLG: Japan’s “most radical corporate reform in a generation”
The TSE is pushing for genuine change, says Man GLG portfolio manager Emily Badger.
How this Japanese equity fund has outperformed for decades
The managers of the Arcus Japan fund speak to FSA about the fund’s performance and the ongoing market reforms in Japan.
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
Three value equity themes to watch
Investment opportunities will emerge in the coming months from a brighter-than-expected US macroeconomy, exposure to real assets and reforms in Japan, said Franklin Templeton.
Investors eye value in mid-cap stocks
There is a growing case for US mid-cap stocks for those investors seeking exposure to value equities, according to AllianceBernstein (AB).
Investing in value to pre-empt soft-landing
Companies with resilient income and predictable cash flow are likely to be robust in the second half of this year, says the UBS Global Wealth Management chief investment office (UBS GWM CIO).
Value revival in EM equities suggests recovery potential
Regardless of the headwinds in 2022 so far, value stocks within emerging markets (EM) have held up relatively well with an eye on the dormant recovery potential, according to AllianceBernstein (AB).
Morgan Stanley supports value rotation
Growth and US equities are most exposed to rising yields, argues the investment manager.
JPMAM makes case for income stocks
Corporate earnings are recovering, and earnings and dividends growth are highly correlated, according to JP Morgan Asset Management (JPMAM).
