Thought Leaders
Factor Risk Investing
The definitions of growth and value stocks may not change. But the companies that make up each cohort is changing fast in the current environment.
May 2022
EquityTech Is Changing
The story around the recent fall in Netflix has been well covered in the media. A first-mover disruptor, delivering high growth that joined a cohort of technology stocks that became the darlings of the COVID era. Only to be tumbled by the reality that growth may have a ceiling.
Whilst many market commentators have been warning about a repeat of the 2000 dot com era for some time now, they miss the real question on professional investors minds.
Have yesterday's Growth Stocks become tomorrow's Value Stocks?
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Factor Risk Investing
Apr 2022
Investing On The Edge Of The Factor Extreme
ON INVESTORS MINDS
Apr 2022
Value versus Growth Investing Today
ONE TO WATCH
Apr 2022
Factor Investing In A Rising Rate Environment
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