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
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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 ADR151.49 USD0.00Rating
Alphabet Inc A2,774.39 USD0.00Rating Inc3,355.73 USD0.00Rating
Apple Inc142.94 USD0.00Rating
Baidu Inc ADR154.50 USD0.00Rating
Facebook Inc A355.70 USD0.00Rating
Microsoft Corp294.30 USD0.00Rating
Netflix Inc575.43 USD0.00Rating
Schroder Recovery Z Acc1.17 GBP-2.37Rating
T. Rowe Price Glb Tech Eq CAccGBP28.76 GBP-0.89Rating
Tencent Holdings Ltd454.20 HKD0.00Rating

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David Brenchley

David Brenchley  is a Reporter for

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