Is Value Still Relevant?
- 43 mins 31 secs
After underperforming growth for the past 13 years in the US*, many investors discarded value as outdated. That notion is now up for debate given the relative performance of these investment styles so far this year. Does value still matter? If yes, is it too late to reintroduce value in your portfolios?
In this video, Chris Mellor, Head of ETF Equity and Commodity Product Management, asks Rob Arnott, Founder and Chairman of the Board at Research Affiliates, for his thoughts on what is driving the current rotation into value securities and if they are still attractively priced. Other questions tackled include:
- Have growth companies been in a bubble that has now burst?
- Is value’s recovery linked to inflation and central bank policy?
- What sector of the equity market might investors want to consider?
- How does the approach used in the Invesco FTSE RAFI products differ from other value ETFs and how can they fit your portfolio?
*Source: Research Affiliates, LLC, 2021, based on data from Compustat, CRSP, Worldscope and Datastream.
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Tags: Invesco, Inflation, Central Banks, Equity markets, ETFs, Chris Mellor, Rob Arnott, Value, Growth,
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