16 May 2022 Chart of the week: did growth stocks lose their lustre? For years, US technology stocks have beaten the rest of the market. And not by...
14 December 2021 Value renaissance finally on way It takes a lot of guts to come up with the proposition that this is the moment...
29 September 2021 A value-growth barbell strategy The 10-year and 30-year US yields are pushing towards the top of their trend...
30 August 2021 Fund houses are still betting on value stocks Where growth stocks won the "battle" of value stocks for many years, value...
15 June 2021 Oddo BHF: we avoid hyper-growth stocks “Focus on quality. Anticipate four structural trends that will dominate our...
