Running the numbers on Value vs Growth stocks

As inflation climbs and recession looms, markets are reigniting their love for Value-style stocks.

And as interest rates increase, Growth-style stocks are losing the shine they enjoyed over the past decade.

Investors are now wondering: is it too late to join the party? And how long will it last?

Nobody has a crystal ball, but Realindex has insights and data – and a lot of it.

Its experts have analysed the performance of Growth and Value stocks to see what’s driving returns in the current environment, and where the markets may go from here.


 

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Who is Realindex Investments?

Realindex Investments is the global systematic investment manager of the First Sentier Investors Group and was established in 2008.  Through the rigorous application of proprietary signals and insights, we create portfolios that aim to outperform the market and deliver long-term outcomes.  Our investments are shaped by a distinctive approach to research, the intellectual power of an expert team, and a strong focus on ESG.




This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM, Realindex), which forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc. (MUFG), a global financial group. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on its website.

This material is directed at persons who are ‘wholesale clients’ (as defined under the Corporations Act 2001 (Cth) (Corporations Act)) and has not been prepared for and is not intended for persons who are ‘retail clients’ (as defined under the Corporations Act). This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation.

Any opinions expressed in this material are the opinions of the individual author at the time of publication only and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information needed to make an investment decision in relation to such a financial product; and (iii) may substantially differ from other individual authors within First Sentier Investors.

To the extent permitted by law, no liability is accepted by MUFG, Realindex nor their affiliates for any loss or damage as a result of any reliance on this material. This material contains, or is based upon, information that Realindex believes to be accurate and reliable, however neither MUFG, Realindex nor their respective affiliates offer any warranty that it contains no factual errors. No part of this material may be reproduced or transmitted in any form or by any means without the prior written consent of Realindex.

Any performance information has been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is not indicative of future performance. Copyright © First Sentier Investors, 2022 All rights reserved.

*As at 30 June 2022
                                                           
 

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