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Insights

Value investing – this time it’s no different
Value investing – this time it’s no different
Value investing will come back into fashion, despite the long rally in growth investing, say market specialists Mike Mullaney and Dan Farren.
30-08-2018 | Insight
Cyclical and value stocks may gain from Trump presidency
Cyclical and value stocks may gain from Trump presidency
Cyclical stocks may emerge as winners from the Trump presidency if his campaign promises on infrastructure and regulation come to fruition, says value equity specialists Boston Partners.
27-01-2017 | Insight
US Conservative: lower valuations, higher payout
US Conservative: lower valuations, higher payout
Markets reacted positively to the election of Donald Trump, who took office last week.
23-01-2017 | Insight
Five reasons why value will be back with a vengeance
Five reasons why value will be back with a vengeance
Value investors have had a rough ride over the past 18 months, but the tide may now be turning due to five major catalysts, says US fund manager Mark Donovan.
24-03-2016 | Insight

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