Darius McDermott: Is this the value run we've been waiting for?

Re-ratings need to be earned

"If we go back to the technology bubble in the early 2000s, there was no major catalyst for the switch away from growth to value" - Darius McDermott
"If we go back to the technology bubble in the early 2000s, there was no major catalyst for the switch away from growth to value" - Darius McDermott
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The return of value investing is something that I have talked about a lot in 2019, writes Darius McDermott, but as we enter the final couple of months of the year he asks if investors could finally be seeing the rally that so many have been waiting for …

In terms of performance, value investing has only had a couple of brief runs in the past decade - the last of which was in the second half of 2016 - and with central banks abandoning plans to tighten monetary...

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