spaines

Visión de mercado

La tortuga value se mueve
La tortuga value se mueve
Según Peter van der Welle estratega de Robeco, la disponibilidad de una vacuna contra el Covid-19 eficaz puede ser el detonante que revitalice la inversión value.
08-12-2020 | Perspectiva mensual
Podcast: A great year for risky assets
Podcast: A great year for risky assets
With several vaccines on the way, 2021 promises to be a great year for equities.
07-12-2020 | Podcast
Long read: Why I am more bullish than ever on quant
Long read: Why I am more bullish than ever on quant
Following more than two years of quant strategies generally underperforming sharply, investors are questioning whether quantitative investing is still viable.
11-11-2020 | Columna
Restoring the battered Value factor in equities
Restoring the battered Value factor in equities
The recent dreadful performance of the academic Value equity factor has been a blow for many investors.
20-10-2020 | Visión
Podcast: ‘The pressure on value investors is almost unbearable’
Podcast: ‘The pressure on value investors is almost unbearable’
Value has underperformed growth in the large-cap space by 43% in the past year.
28-09-2020 | Podcast
Will Value survive the quant winter?
Will Value survive the quant winter?
The Value factor posted excellent returns over the first decade of the century.
01-09-2020 | Visión
Podcast: Our man in Hong Kong
Podcast: Our man in Hong Kong
Arnout van Rijn has been investing in Asia for 25 years; for more than half of this time, he has lived in Hong Kong.
08-07-2020 | Podcast
Adjusting the Value factor for intangibles
Adjusting the Value factor for intangibles
The standard academic definition for the Value factor is the ratio of book-value-to market-value (B/M).
19-02-2020 | From the field
Multiple expansion may put value investing back in favor
Multiple expansion may put value investing back in favor
The nature of 2019’s stock market gains bodes well for a return to value investing this year, Boston Partners’ senior managers believe.
04-02-2020 | Visión
Apostar por los outsiders
Apostar por los outsiders
Antes de nada, me gustaría dejar claro que este año que comienza seguramente sea bueno para la renta variable global.
27-01-2020 | Columna
Echoing Footsteps: The return of the underdog
Echoing Footsteps: The return of the underdog
It has been a while since we heard so much talk about value versus growth and momentum.
12-12-2019 | Perspectiva anual
Descubriendo las promesas y retos del Factor Investing
Descubriendo las promesas y retos del Factor Investing
La transición hacia el Factor Investing parece haber hecho una pausa para tomar aliento.
23-10-2019 | Entrevista
Positioning for a shift towards value stocks
Positioning for a shift towards value stocks
We think now is a very good time for investors to introduce value stocks to their portfolios.
20-11-2018 | Visión
Inversión value: esta vez no es diferente
Inversión value: esta vez no es diferente
La inversión value volverá a estar de moda, pese al prolongado auge de la inversión en crecimiento, en opinión de los especialistas en mercados Mike Mullaney y Dan Farren.
30-08-2018 | Visión
‘Facts’ about formulaic value investing
‘Facts’ about formulaic value investing
Successful value investing requires well designed strategies.
01-11-2017 | From the field
How impatience kills your value performance
How impatience kills your value performance
Suppose that over the last few years value investing had outperformed, what would happen?
14-04-2016 | Columna