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
Alibaba Group Holding Ltd ADR275.29 USD0.00
Alphabet Inc A1,459.82 USD0.00 Inc3,128.99 USD0.00
Apple Inc111.81 USD0.00
Baidu Inc ADR124.03 USD0.00
Facebook Inc A254.75 USD0.00
Microsoft Corp207.42 USD0.00
Netflix Inc491.17 USD0.00
Schroder Recovery Z Acc0.80 GBP0.20
T. Rowe Price Global Tech Eq C GBP21.87 GBP2.95
Tencent Holdings Ltd511.50 HKD0.00

About Author

David Brenchley

David Brenchley  is a Reporter for

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