Schroders | Global Cities Update: Is Net Asset Value irrelevant?
Tom Walker, Fund Manager of Global Cities, discusses the relevance of net asset value when evaluating a company's performance.
8th Sep 2020
Square Mile | The Big Question: Value vs. growth, doses style matter?
In the second edition of The Big Question, Square Mile’s newest video series focussing on the hot topics of the moment, we are tackling the ongoing debate within the industry aiming to answer the ques...
Square Mile Research
26th Aug 2020
The Week: A ‘dash for trash’ or a value rally?
It’s been a better time for value stocks, but markets have been here before. Can their recent strength endure?
10th Jun 2020
The Week: Does value investing still have a place in your portfolio?
It’s been a rough time for value managers. Has quantitative easing killed off value as a strategy? Or can it stage a comeback?
21st May 2020
Active Minds: 1 April 2020 – It is governments that will now do ‘whatever it takes’
In this edition of Active Minds, Ariel Bezalel looks at the impact that policy responses have had on fixed income markets, with governments now taking up the pledge to do ‘whatever it takes’.
Jupiter Asset Management
14th Apr 2020
The Week: The FCA’s new value assessments are soon to be released
The FCA’s new value assessments are soon to be released. But will they do any good?
30th Jan 2020
The Week: Is the elastic about to snap?
The dominance of large growth stocks over unloved value names has proved the John Maynard Keynes adage that markets can stay irrational longer than investors can stay solvent.
11th Sep 2019
Schroders | European Alpha Focus Q2 2019 Update
Fund managers James Sym and James Rutland reflect on the second quarter of 2019 including the continued story of growth vs. value and how their portfolios focus more on value and cyclical exposure.
14th Aug 2019
Square Mile | Richard Romer-Lee, Square Mile, talks assessment of value
Richard Romer-Lee highlights the importance of assessing value, perceptions around value and the responsibility our industry has.
Square Mile Research
18th Jun 2019
Legal & General Investment Management | Active Ownership Report
Active ownership means working to bring about real, positive change to create sustainable value for our clients. Our annual Corporate Governance report details how we achieved this in 2018.
Legal & General Investment Management
14th May 2019
Investec | Alastair Mundy in conversation: Temple Bar Investment Trust
Journalist Cherry Reynard speaks to Portfolio Manager Alastair Mundy and Analyst Peter Lowery, covering topics such as the Temple Bar dividend, value vs. growth investing and their views on the domest...
8th Apr 2019
Invesco | Finding value in financials
Despite the noise surrounding the markets – including the financials sector - in 2018, is Julien Eberhardt Fund manager and Senior Credit Analyst still able to find value?
8th Mar 2019
Invesco | Cautious, but confident
Rhys Davies, Portfolio Manager and Senior Credit Analyst gives his views on: His expectations and outlook for the coming months, whether high yield now offers value, where he is currently finding oppo...
5th Mar 2019
Fidelity International | Navigating the shifting sands in 2019
Eugene Philalithis is not forecasting a recession in 2019, but he is positioning for a more volatile year ahead. Hear where he believes it will be necessary to reduce risk and where pockets of value m...
18th Dec 2018
The Week: The value of dividends in a difficult climate
Stock markets may be bouncing around, but it looks like a good year ahead for income seekers as Janus Henderson forecasts record dividends in 2019.
22nd Nov 2018
Valuation and its role in investing
24 September 2018
Simon Laing, Head of US Equities, Invesco
It’s hard to have a conversation on the US markets these days without being drawn to a debate on value versus growth.
3rd Oct 2018
Fidelity International | Growth vs Value - the big debate
In this video feature, we tackle the thorny issue of growth vs value.
19th Jun 2018
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