30 November 2020 ‘Value outperformance is only just beginning’ The expected returns on US value stocks are attractive compared to growth stocks...
09 November 2020 Covid-19 vaccine: has the value rotation arrived? Pfizer’s coronavirus vaccine that sent global stock markets higher on Monday...
25 May 2020 ‘Short but fierce value rally ahead’ The difference in valuations between expensive and cheap stocks has overshot in...
