Explaining the lo vix can be a challenging task. Just ask Daniel Fenn, HSBC’s Multi-Asset Quantitative Strategist. He looks at the current geopolitical environment, with risk seemingly apparent at every corner, and wonders aloud why volatility is so low? But […]
The US economy is currently in a low labor productivity regime, averaging just 0.6% growth since 2011 and productivity is not going to improve anytime soon, that’s according to Joseph Song US Economist at Bank of America. Labor Productivity Growth: Underpressure […]
The impact Amazon and the Retail apocalypse has already had on e-commerce, and the wider retail industry has already dramatically changed investor sentiment towards certain sectors within the industry. And it looks as if the retail behemoth is only just […]
Real interest rates, both long and short duration, have been on a steady decline since the 1980s. Some analysts believe that thanks to the world’s debt binge, and highly indebted sovereign nations, rates will never be able to breakout higher […]
This is part five of a new ten-part series from ValueWalk on value investing. Throughout this series, I’m looking back at some of the lessons learned from our historic ValueWalk interview series. You can find all the previous parts of […]
Below is an excerpt from an interview with Logos LP in the upcoming issue of ValueWalk’s exclusive magazine Hidden Value Stocks. Logos LP’s strategy is built around value, but unlike other value funds, Peter Mantas and Matthew Castel are not […]
At the beginning of June, the Financial Times published a damning assessment of value’s performance in 2017. The newspaper noted that the top ten performing stocks of the S&P 500, most of which are in the tech industry, accounted for […]
At a price of $99 per month for the basic version, and $249 for the ‘Essential’ package, Benzinga Pro is not the cheapest market information provider out there. However, compared to the likes of the Bloomberg terminal and Reuters Ekion, […]
Environmental, social and governance investing, or ESG for short, is rapidly gaining traction among investors who want to make money, but at the same time be sure that the companies they invest with are responsible corporate citizens. Following such a […]
At the end of July, P&G, one of the largest consumer goods companies, revealed that it had cut $100 million from its digital advertising budget with no noticeable impact on sales. When the spending cut was revealed on the second […]
According to 1949 Value Advisors’ Matthew Haynes, egg producer Cal-Maine Foods is a “bargain worth pursuing” as the business recovers from a multi-year industry slump with wholesale egg prices falling. In the August 31 issue of Value Investor Insight, Haynes lays out […]
