How disruption is changing the growth vs. value debate

BlackRock
By February 19, 2020 15:30

How disruption is changing the growth vs. value debate

Lees het volledige artikel

Which is better: growth or value? It’s an age-old investor question. Tony DeSpirito discusses its modern-day implications in a world of widespread disruption.

Full disclosure: I’m a long-time value investor. It’s a discipline I’ve always found to be rewarding even if it hasn’t always been easy. Recent history illuminates the struggle: The Russell 1000 Value Index has lagged its growth counterpart by roughly 4% annually over the 10 years ended Jan. 30, 2020.

The long-term win, however, still goes to value. Over the past 50 years, large-cap value stocks have returned 13.5% annually versus 10.2% for large-cap growth stocks, according to data from professor Kenneth French.

With a relatively strong macroeconomic backdrop and unprecedented disruption across industries, it would be reasonable to infer that the ongoing growth advantage could continue in 2020 and beyond. Successful disruptors are fruitful growers ― and the degree of disruption is only increasing. As shown

BlackRock
By February 19, 2020 15:30

Search

Twitter

Best read article on @Opinio_Pro, Thursday 2 April, was from @TRowePrice "Recession 2020—
Deep but Short" -> https://www.opiniopro.com/2020/04/t-rowe-price/recession-2020-deep-but-short/ #recession #coronavirus

Keep a cautious stance on risk assets, try to improve liquidity management and hedge some credit risk -> https://opiniopro.com/2020/04/amundi/keep-a-cautious-stance-on-risk-assets-try-to-improve-liquidity-management-and-hedge-some-credit-risk/ #assetallocation #equities #fixedincome #Commodities #Currencies #liquidity #Risks via
@Amundi_ENG

The phase has changed; we are now in a new cycle, which will have its own unique characteristics -> https://opiniopro.com/2020/04/jp-morgan/insights-and-implications-from-the-multi-asset-solutions-strategy-summit-2q-2020/ #asetallocation #equities #fixedincome #RealEstate #Commodities #Recession2020 #inflation via
@jpmorgan

@JPMorganAM

COVID-19 impact on the Netherlands -> https://opiniopro.com/2020/04/abn-amro/covid-19-impact-on-the-netherlands/ #coronavirus #COVIDー19 #Recession2020 #inflation #GDP
@ABNAMROeconomen

@ABNAMRO

As the dust settles, convertible bonds look extremely attractive -> https://opiniopro.com/2020/04/gam/as-the-dust-settles-convertible-bonds-look-extremely-attractive/ #convertiblebonds #coronavirus #FixedIncome via #GAM

Load More...

Search on date

February 2020
M T W T F S S
« Jan   Mar »
 12
3456789
10111213141516
17181920212223
242526272829