Why Global Value Investing Now?
After well over a decade of underperformance versus growth, Value stocks attempted to stage a comeback in late 2020 although this proved not to be sustained. More recently, in the current year to date, Value investing again appears to be resurgent. Is this another false dawn, or is Value here to stay this time? Andrew Clifton, Portfolio Specialist in the Equity Division will discuss the current market environment and examine the key considerations for Value investors. Applying a number of portfolio examples, he will describe his team’s approach to capturing the best global value opportunities across the investment cycle.