PA Video Insight: A value inflection point coming

Added 28th October 2016

The dislocation between growth and value stocks is too wide at present argues Isaac Chebar.

According to the manager of the DNCA Invest Value Europe Fund, while it is impossible to know exactly when such changes are going to happen, there are some signs already beginning to emerge, particularly within the cyclical sector.

Part of the reason for this, he said, is that many companies have now done the hard work in terms of their cost base and so any improvement in earnings falls straight to the bottom line. 

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About Author

Gary Corcoran

Director

Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.

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