Are Value Stocks Making a Comeback?

Value strategies have done well in the UK year-to-date, but the same cannot be said for other markets. Two fund managers argue value vs growth

David Brenchley 27 July, 2018 | 9:10AM

Light switch, Value versus Growth, fund managers, value investing, growth investing, technology stocks

After a long period where growth strategies have outperformed value-oriented mandates, a select few have been predicting the latter will soon return to favour.

The MSCI Growth index has beaten the MSCI Value index in every year since 2007 except one – 2016. The rebound of value stocks was fleeting, lasting just two quarters as the synchronised economic growth upswing began.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Alibaba Group Holding Ltd ADR261.01 USD0.00
Alphabet Inc A1,539.01 USD0.00
Amazon.com Inc3,200.00 USD0.00
Apple Inc383.68 USD0.00
Baidu Inc ADR132.33 USD0.00
Facebook Inc A245.07 USD0.00
Microsoft Corp213.67 USD0.00
Netflix Inc548.73 USD0.00
Schroder Recovery Z Acc81.83 GBP-0.47
T. Rowe Price Global Tech Eq C GBP21.15 GBP0.69
Tencent Holdings Ltd546.50 HKD0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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