Ahead of the curve: Value investing – bruised, but not broken
The COVID-19-induced market crash of 2020 has battered investors, and in particular the fans of value investing. In the first quarter, value lagged growth by nearly 14% in the US and 13% globally, exceeding quarterly shortfalls at the trough of the global financial crisis. These losses are second-worst among all quarterly outcomes in over four decades, eclipsed only by the runaway tech bubble in the fourth quarter of 1999, as growth soared and value stalled.
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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