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Article
2 min read
Chart Room: A decade of growth, but a century of value
Value stocks delivered in 2022 after being overshadowed for a decade by a boom in tech. Can value extend its run during a less certain economic period?
Article
2 min read
Chart Room: Supercharged commodities spell a regime change for investing
Demand for real assets neglected in the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will also be more pain
Blog
2 min read
Chart Room: An inflection point for Chinese equities?
There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive.
Article
3 min read
Generating excess returns with value investing in bonds
Generating excess returns with value investing in bonds
Article
2 min read
Momentum reverses, but is value back?
Last week’s reversal saw the most crowded quality-growth names sell off and the much unloved value stocks outperform the market.
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