The Value Run: Already Done or We've Only Just Begun?
The struggles of value investing from 2008-2020 are well-trodden. That horse is already dead - no need to beat it any further.
The past is past. It's future returns we care about. And there is much debate about whether the reversal in value's fortunes that began in 2020 has legs to it or is merely another head fake.
The Paper Trail: Regime Change Resilience
As we inch closer towards the end of 2021, investors have largely been rewarded with treats rather than tricks. That said, the risk that markets gets spooked remains ever-present, as does the need to remain disciplined and seek portfolio resiliency in the absence of a crystal ball.
Get on the List!
Sign up to receive the latest insights from Phil Huber directly to your inbox.