Tag Archives: growth

Value investing should be about business resilience

Investing style is how investors typically make sense of their portfolios. Emphasis can be on big or small companies, and labelled as “growth” or “value”. Each person’s style preference will fit their longer term goals, or even just match their own personality or attitude to risk. Investors can gain from clear thinking about style. Unfortunately, […]

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Risks increasing in Emerging Markets – investors should review exposure

Emerging markets have become a bigger part of most global portfolios. Even private investors have followed institutional funds seeking more rapid growth in developing economies. But, despite the higher risks, the stronger growth of these economies has not translated into better investment performance. Over the first half of 2013, emerging markets are down 10% on […]

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“Quality stocks” give false comfort

Quality is a word investment managers love.  How often do we hear a period of underperformance explained as “quality stocks were out of favour”. Or, “the managers will focus on quality stocks to recover performance”.  Clients seem reassured by the notion that it is somehow the market’s fault for failing to recognise real value and […]

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