value investing Archives

18 Mar 2022

A rotation from growth to value on the cards for South African investors

By Staff Writer

PSG Wealth CIO, Adriaan Pask, projects that a rotation from growth to value is a very real possibility given the current context of volatility in both local and offshore markets.

22 Feb 2022

Can value continue outperforming growth, or are growth shares moving into 'value' territory?

By Staff Writer

While value investing had a good run in January and it’s tempting to follow the money, the reality is that the pure forms of both investing styles – value and growth – have their drawbacks.

27 Jan 2022

Little sense pitting value against growth – they perform different roles

By Staff Writer

To compare the merits of value investing over growth investing is to ignore their fundamental differences. One is tactical, while the other is structural.

07 Sep 2021

Diversity is the low hanging fruit in investing

By Staff Writer

We all get swept up with the marvels of the technical details and marketing campaigns of the investments industry. Money never sleeps, and so news reports are filled with details on the percentage moves in different indices and assets, and we're bombarded by fund managers telling us why their fund is the best.

26 May 2021

'Value should have a long-term place in every client portfolio'

By Staff Writer

The last six months have seen the value style of investing stage a very welcome comeback which has had value managers breathe a sigh of relief. Since Pfizer’s successful vaccine announcement at the beginning of November, we’ve seen previously unloved sectors of the market rally quite strongly.

04 May 2021

Why equity investors should always have exposure to the value style

By Staff Writer

The Momentum Value Equity Fund grew assets under management (AUM) by nearly 70% and was one of a handful of funds to see net inflows for the year ending February 2021. Fund manager Loftie Botha explains the factors behind the fund’s success.

07 Apr 2021

Exceptional conditions create opportunities for patient stock pickers

By Staff Writer

Everyone knows value managers have had a torrid time in the markets over the past few years. In uncertain times investors like to reduce their risk.

24 Mar 2021

Three ways the investment world has changed

By Staff Writer

The investment world looks very different today compared to what it’s looked like in the recent past and requires investors to challenge pre-conceived notions, according to Schroders’ Robin Parbrook, Fund Manager and Co-Head of Asian Equity Alternative Investments.

24 Feb 2021

Autocall gives access to the world’s top value stocks

By Staff Writer

As many as 60% of investors are actively looking to change their investment approach in response to how markets have recalibrated to the Covid-19 pandemic.

15 Feb 2021

Tilting towards Value

By Staff Writer

By Steve Brice, Standard Chartered Bank’s Chief Investment Officer for Wealth Management We maintain a bullish outlook for global equities in general for 2021. However, we are switching our bias from a preference for the so-called Quality and Growth stocks to an increasingly optimistic outlook for Value equities. At a high level, Growth stocks are...

15 Feb 2021

Tilting towards Value

By Staff Writer

We maintain a bullish outlook for global equities in general for 2021. However, we are switching our bias from a preference for the so-called Quality and Growth stocks to an increasingly optimistic outlook for Value equities. At a high level, Growth stocks are companies with a high expected earnings growth rate. Value stocks are companies that are cheap relatively to the rest of the market.

02 Feb 2021

Why the value versus growth debate is defunct

By Staff Writer

As the performance gap between so-called growth and value stocks has reached its widest on record, even wider than during the 1999 dot-com bubble, predictions of value’s resurgence have become increasingly insistent. But Flagship Asset Management Portfolio Manager Kyle Wales believes this debate is a sideshow to what investors should really be considering.