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Chart Room: Japan’s stock train leaves behind train stocks
Business is back on the rails for Japanese train companies, but their stock prices remain largely stuck in the Covid era.
Chart Room: Europe, not the US, is the place to look for value stocks
Europe has a far bigger pool of stocks that are currently trading on attractive multiples than the US.
Chart Room: A decade of growth, but a century of value
Value stocks delivered in 2022 after being overshadowed for a decade by a boom in tech. Can value extend its run during a less certain economic period?
Chart Room: Supercharged commodities spell a regime change for investing
Demand for real assets neglected in the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will also be more pain
Chart Room: An inflection point for Chinese equities?
There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive.
Generating excess returns with value investing in bonds
Generating excess returns with value investing in bonds
Momentum reverses, but is value back?
Last week’s reversal saw the most crowded quality-growth names sell off and the much unloved value stocks outperform the market.
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