Talking PointJun 24 2020

What is the future for value investing?

  • Describe what value investing is
  • Explain why value investing is out of favour
  • Describe some of the factors affecting the prospects of value investing right now
  • Describe what value investing is
  • Explain why value investing is out of favour
  • Describe some of the factors affecting the prospects of value investing right now
Supported by
Schroders
pfs-logo
cisi-logo
CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
Supported by
Schroders
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Supported by
Schroders
pfs-logo
cisi-logo
CPD
Approx.30min
Value investing in the current era
Does it have a future?
Enter
keywords

Value investing has been out of fashion for a number of years, with all attention focused on the growth stocks - especially those in the tech sector.

While economic uncertainty is generally a negative for value stocks, when the tide does turn, and growth returns, value tends to outperform growth for a period.

Are we due a comeback? Several high profile value managers have left the arena, indicating that their style is still very much out of fashion, but how will markets respond over the long term, due to the pandemic, especially given the fiscal stimulus governments have engaged with over the past few months?

This report aims to address these questions, and look at the issues facing value investing. It is worth 30 minutes' CPD.

CPD
Approx.30min
Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.
  1. Value stocks are typically popular when the economy is growing and inflation is increasing, true or false?
  2. Why did the traditional rotation out of growth to value not occur?
  3. Why does Stephanie Butcher think there are some conditions are favourable to value making a comeback?
  4. Why do traditional valuation metrics have a problem with assessing tech companies?
  5. According to Mike Coop, what is one reason why growth shares have outperformed value?
  6. James Thomson thinks investors will look less favourably on tech stocks, post-lockdown, true or false?
  7. To bank your CPD you must sign in or Register.